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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 | $1,600 | $64,359-97.5% | $90,161-98.2% | $70,126-97.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $279 | $2,046-86.3% | $3,318-91.6% | $2,343-88.1% |
| Participant deferral / active EE | $812 | $4,389-81.5% | $5,287-84.6% | $3,332-75.6% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |