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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 | $3,651 | $93,598-96.1% | $135,974-97.3% | $75,173-95.1% |
| Participation rate | 86.8% | 75.2%+11.6pp | 81.9%+4.9pp | 67.2%+19.6pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,849 | $3,538-47.7% | $4,859-62.0% | $2,671-30.8% |
| Participant deferral / active EE | $674 | $6,405-89.5% | $7,760-91.3% | $4,126-83.7% |
| Admin fee / account holder | $70 | $6,978-99.0% | $10,767-99.3% | $5,651-98.8% |