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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 | $797 | $65,034-98.8% | $90,970-99.1% | $79,856-99.0% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.0%+28.0pp | 69.6%+27.3pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $296 | $1,247-76.3% | $2,122-86.1% | $2,471-88.0% |
| Participant deferral / active EE | $462 | $2,512-81.6% | $3,373-86.3% | $3,741-87.7% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |