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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 | $856 | $41,377-97.9% | $109,313-99.2% | $62,881-98.6% |
| Participation rate | 96.3% | 57.5%+38.8pp | 71.3%+25.0pp | 69.3%+27.0pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $393 | $1,276-69.2% | $3,892-89.9% | $2,281-82.8% |
| Participant deferral / active EE | $507 | $2,045-75.2% | $3,166-84.0% | $3,203-84.2% |
| Admin fee / account holder | $8 | $2,884-99.7% | $5,666-99.9% | $4,296-99.8% |