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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 | $6,817 | $73,102-90.7% | $123,553-94.5% | $56,289-87.9% |
| Participation rate | 74.4% | 74.3%+0.1pp | 82.3%-7.9pp | 69.9%+4.5pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.21%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $929 | $2,977-68.8% | $4,628-79.9% | $2,111-56.0% |
| Participant deferral / active EE | $1,471 | $5,423-72.9% | $6,426-77.1% | $3,350-56.1% |
| Admin fee / account holder | $9 | $554-98.4% | $9,284-99.9% | $521-98.3% |