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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 | $787 | $49,177-98.4% | $79,466-99.0% | $64,173-98.8% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.6%+23.5pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.28%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $290 | $2,076-86.0% | $2,800-89.7% | $2,381-87.8% |
| Participant deferral / active EE | $514 | $2,821-81.8% | $3,704-86.1% | $3,470-85.2% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |