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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 | $1,380 | $51,202-97.3% | $70,548-98.0% | $75,181-98.2% |
| Participation rate | 77.1% | 61.0%+16.2pp | 68.3%+8.8pp | 67.2%+9.9pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $480 | $1,827-73.7% | $2,975-83.9% | $2,671-82.0% |
| Participant deferral / active EE | $808 | $2,850-71.7% | $4,567-82.3% | $4,126-80.4% |
| Admin fee / account holder | $89 | $4,094-97.8% | $6,424-98.6% | $5,650-98.4% |