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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 | $3,243 | $48,076-93.3% | $78,693-95.9% | $62,891-94.8% |
| Participation rate | 92.5% | 65.2%+27.3pp | 73.6%+19.0pp | 69.3%+23.2pp |
| Annual return | 0.00% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,601 | $2,015+29.1% | $2,850-8.7% | $2,281+14.0% |
| Participant deferral / active EE | $345 | $2,588-86.7% | $3,517-90.2% | $3,203-89.2% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |