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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 | $712 | $65,027-98.9% | $90,970-99.2% | $79,852-99.1% |
| Participation rate | 96.6% | 61.6%+34.9pp | 69.0%+27.5pp | 69.6%+26.9pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $291 | $1,247-76.7% | $2,122-86.3% | $2,471-88.2% |
| Participant deferral / active EE | $374 | $2,512-85.1% | $3,373-88.9% | $3,740-90.0% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |