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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 | $1,748 | $25,014-93.0% | $69,701-97.5% | $80,874-97.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 12.35% | 19.07%-6.7pp | 100.32%-88.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $802 | $1,839-56.4% | $2,887-72.2% | $4,297-81.3% |
| Admin fee / account holder | $132 | $2,488-94.7% | $4,717-97.2% | $6,935-98.1% |