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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 | $5,128 | $32,037-84.0% | $69,182-92.6% | $62,881-91.8% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 4.71% | 15.16%-10.5pp | -21.93%+26.6pp | 20.14%-15.4pp |
| Employer contribution / active EE | $298 | $679-56.1% | $1,206-75.3% | $2,281-86.9% |
| Participant deferral / active EE | $298 | $1,185-74.8% | $1,897-84.3% | $3,203-90.7% |
| Admin fee / account holder | $80 | $2,608-96.9% | $2,697-97.0% | $4,296-98.1% |