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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,991 | $45,152-82.3% | $73,836-89.2% | $59,633-86.6% |
| Participation rate | 94.1% | 64.0%+30.1pp | 73.4%+20.7pp | 68.7%+25.4pp |
| Annual return | 0.09% | 27.40%-27.3pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $220 | $1,901-88.4% | $2,787-92.1% | $2,203-90.0% |
| Participant deferral / active EE | $307 | $2,573-88.1% | $3,583-91.4% | $3,192-90.4% |
| Admin fee / account holder | $41 | $3,515-98.8% | $4,882-99.2% | $4,297-99.1% |