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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 | $4,249 | $101,778-95.8% | $164,975-97.4% | $80,925-94.7% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.7%+19.4pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.12%-70.1pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,866 | $2,954-36.8% | $4,343-57.0% | $2,756-32.3% |
| Participant deferral / active EE | $1,793 | $4,477-59.9% | $6,033-70.3% | $4,299-58.3% |
| Admin fee / account holder | $4 | $8,221-100.0% | $12,688-100.0% | $6,940-99.9% |