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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 | $1,106 | $45,087-97.5% | $69,483-98.4% | $72,976-98.5% |
| Participation rate | 78.6% | 68.5%+10.1pp | 74.6%+4.0pp | 69.5%+9.1pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $548 | $2,055-73.3% | $2,780-80.3% | $2,440-77.5% |
| Participant deferral / active EE | $174 | $2,603-93.3% | $3,537-95.1% | $3,608-95.2% |
| Admin fee / account holder | $12 | $3,057-99.6% | $3,841-99.7% | $5,124-99.8% |