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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 | $19,322 | $98,766-80.4% | $149,730-87.1% | $79,852-75.8% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.5%-8.8pp | 69.6%+4.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,342 | $3,217-58.3% | $4,645-71.1% | $2,471-45.7% |
| Participant deferral / active EE | $813 | $5,681-85.7% | $6,843-88.1% | $3,740-78.3% |
| Admin fee / account holder | $92 | $6,052-98.5% | $9,310-99.0% | $5,306-98.3% |