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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 | $1,421 | $75,832-98.1% | $147,617-99.0% | $59,633-97.6% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | 0.56% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $270 | $3,131-91.4% | $4,895-94.5% | $3,192-91.5% |
| Admin fee / account holder | $176 | $5,986-97.1% | $11,612-98.5% | $4,297-95.9% |