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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 | $2,410 | $106,115-97.7% | $85,969-97.2% | $125,389-98.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 76.5%+9.2pp | 83.2%+2.5pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,946 | $4,537-57.1% | $3,474-44.0% | $4,866-60.0% |
| Participant deferral / active EE | $828 | $4,859-83.0% | $3,829-78.4% | $5,352-84.5% |
| Admin fee / account holder | $1 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |