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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 | $1,876 | $70,418-97.3% | $96,570-98.1% | $85,847-97.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $808 | $1,413-42.8% | $2,357-65.7% | $2,565-68.5% |
| Participant deferral / active EE | $1,052 | $2,894-63.7% | $3,849-72.7% | $3,952-73.4% |
| Admin fee / account holder | $62 | $4,995-98.8% | $6,182-99.0% | $6,261-99.0% |