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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 | $1,367 | $65,704-97.9% | $94,229-98.5% | $59,633-97.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.87% | 5.22%-7.1pp | 10.68%-12.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $473 | $2,021-76.6% | $3,587-86.8% | $2,203-78.5% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $32 | $4,265-99.3% | $6,269-99.5% | $4,297-99.3% |