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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 | $1,996 | $63,365-96.8% | $91,994-97.8% | $72,976-97.3% |
| Participation rate | 96.0% | 72.5%+23.5pp | 78.6%+17.4pp | 69.5%+26.5pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,825 | $4,883-62.6% | $5,924-69.2% | $3,608-49.4% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |