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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 | $2,649 | $106,749-97.5% | $145,433-98.2% | $82,448-96.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,745 | $3,444-49.3% | $4,554-61.7% | $2,551-31.6% |
| Participant deferral / active EE | $1,106 | $6,519-83.0% | $7,897-86.0% | $4,139-73.3% |
| Admin fee / account holder | $27 | $8,390-99.7% | $13,129-99.8% | $7,234-99.6% |