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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 | $3,094 | $87,180-96.5% | $173,703-98.2% | $94,015-96.7% |
| Participation rate | 72.7% | 65.6%+7.1pp | 75.9%-3.2pp | 70.8%+1.9pp |
| Annual return | 0.00% | 14.17%-14.2pp | 17.46%-17.5pp | 17.84%-17.8pp |
| Employer contribution / active EE | $1,043 | $2,494-58.2% | $4,288-75.7% | $2,790-62.6% |
| Participant deferral / active EE | $1,239 | $3,343-62.9% | $4,854-74.5% | $4,249-70.8% |
| Admin fee / account holder | $5 | $7,506-99.9% | $15,562-100.0% | $8,951-99.9% |