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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 | $2,091 | $55,713-96.2% | $75,901-97.2% | $72,975-97.1% |
| Participation rate | 71.4% | 61.1%+10.3pp | 69.3%+2.1pp | 69.5%+1.9pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $720 | $1,687-57.3% | $2,501-71.2% | $2,440-70.5% |
| Participant deferral / active EE | $781 | $2,634-70.3% | $3,603-78.3% | $3,608-78.3% |
| Admin fee / account holder | $66 | $3,980-98.4% | $5,420-98.8% | $5,124-98.7% |