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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 | $19,697 | $72,269-72.7% | $101,271-80.5% | $79,852-75.3% |
| Participation rate | 88.1% | 68.5%+19.7pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $502 | $3,282-84.7% | $4,371-88.5% | $3,740-86.6% |
| Admin fee / account holder | $5 | $4,401-99.9% | $5,948-99.9% | $5,306-99.9% |