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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 | $2,306 | $95,404-97.6% | $113,397-98.0% | $82,637-97.2% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.5%+12.7pp | 68.1%+21.1pp |
| Annual return | 0.00% | 19.08%-19.1pp | 23.20%-23.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $1,120 | $2,307-51.4% | $2,977-62.4% | $2,552-56.1% |
| Participant deferral / active EE | $1,120 | $4,220-73.5% | $5,076-77.9% | $4,126-72.9% |
| Admin fee / account holder | $2 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |