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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 | $12,485 | $72,269-82.7% | $101,271-87.7% | $79,852-84.4% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,115 | $2,692-58.6% | $3,660-69.5% | $2,471-54.9% |
| Participant deferral / active EE | $1,350 | $3,282-58.9% | $4,371-69.1% | $3,740-63.9% |
| Admin fee / account holder | $33 | $4,401-99.2% | $5,948-99.4% | $5,306-99.4% |