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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 | $2,448 | $79,955-96.9% | $98,461-97.5% | $75,173-96.7% |
| Participation rate | 86.7% | 70.4%+16.3pp | 75.2%+11.5pp | 67.2%+19.5pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $967 | $2,264-57.3% | $3,049-68.3% | $2,671-63.8% |
| Participant deferral / active EE | $1,472 | $3,752-60.8% | $4,738-68.9% | $4,126-64.3% |
| Admin fee / account holder | $131 | $6,841-98.1% | $8,961-98.5% | $5,651-97.7% |