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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 | $2,766 | $89,364-96.9% | $141,177-98.0% | $72,983-96.2% |
| Participation rate | 75.9% | 75.1%+0.8pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $724 | $3,115-76.8% | $4,736-84.7% | $2,440-70.3% |
| Participant deferral / active EE | $1,343 | $5,419-75.2% | $6,710-80.0% | $3,608-62.8% |
| Admin fee / account holder | $24 | $5,959-99.6% | $10,263-99.8% | $5,124-99.5% |