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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 | $4,396 | $114,712-96.2% | $173,730-97.5% | $87,485-95.0% |
| Participation rate | 77.3% | 73.0%+4.3pp | 79.6%-2.3pp | 68.9%+8.3pp |
| Annual return | 0.00% | 20.18%-20.2pp | 19.96%-20.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,572 | $2,904-45.9% | $4,577-65.7% | $2,596-39.5% |
| Participant deferral / active EE | $2,044 | $4,642-56.0% | $6,326-67.7% | $4,274-52.2% |
| Admin fee / account holder | $53 | $10,210-99.5% | $17,523-99.7% | $7,775-99.3% |