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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 | $2,398 | $58,851-95.9% | $115,167-97.9% | $72,976-96.7% |
| Participation rate | 76.6% | 65.5%+11.0pp | 75.9%+0.7pp | 69.5%+7.1pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $955 | $1,798-46.9% | $3,179-70.0% | $2,440-60.9% |
| Participant deferral / active EE | $977 | $2,643-63.0% | $4,169-76.6% | $3,608-72.9% |
| Admin fee / account holder | $90 | $6,370-98.6% | $7,089-98.7% | $5,124-98.2% |