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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 | $1,700 | $56,054-97.0% | $171,082-99.0% | $62,881-97.3% |
| Participation rate | 88.1% | 62.9%+25.2pp | 76.7%+11.4pp | 69.3%+18.8pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $643 | $1,731-62.9% | $4,002-83.9% | $2,281-71.8% |
| Participant deferral / active EE | $839 | $3,158-73.4% | $4,797-82.5% | $3,203-73.8% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |