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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 | $692 | $33,067-97.9% | $76,518-99.1% | $56,289-98.8% |
| Participation rate | 80.4% | 55.4%+25.0pp | 68.0%+12.4pp | 69.9%+10.5pp |
| Annual return | 0.00% | 2.72%-2.7pp | -0.27%+0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $273 | $1,200-77.2% | $2,647-89.7% | $2,111-87.1% |
| Participant deferral / active EE | $312 | $2,240-86.1% | $3,836-91.9% | $3,350-90.7% |
| Admin fee / account holder | $8 | $537-98.5% | $4,849-99.8% | $521-98.4% |