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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 | $1,510 | $161,352-99.1% | $134,172-98.9% | $137,256-98.9% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 0.00% | 28.72%-28.7pp | 25.30%-25.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,714 | $4,099-58.2% | $3,420-49.9% | $4,156-58.8% |
| Participant deferral / active EE | $445 | $5,552-92.0% | $4,690-90.5% | $6,407-93.1% |
| Admin fee / account holder | $6 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |