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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 | $947 | $45,872-97.9% | $77,081-98.8% | $68,495-98.6% |
| Participation rate | 78.1% | 55.9%+22.2pp | 67.9%+10.2pp | 67.9%+10.2pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $450 | $1,650-72.7% | $2,813-84.0% | $2,596-82.7% |
| Participant deferral / active EE | $737 | $2,963-75.1% | $4,428-83.3% | $4,028-81.7% |
| Admin fee / account holder | $76 | $3,041-97.5% | $5,427-98.6% | $5,403-98.6% |