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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 | $2,561 | $81,504-96.9% | $102,437-97.5% | $80,959-96.8% |
| Participation rate | 75.8% | 66.9%+8.9pp | 74.5%+1.2pp | 67.7%+8.1pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $962 | $3,104-69.0% | $3,871-75.2% | $2,757-65.1% |
| Participant deferral / active EE | $1,324 | $3,871-65.8% | $5,060-73.8% | $4,300-69.2% |
| Admin fee / account holder | $45 | $6,719-99.3% | $8,388-99.5% | $6,925-99.3% |