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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 | $633 | $45,050-98.6% | $63,018-99.0% | $70,126-99.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.62%-87.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $547 | $2,052-73.4% | $2,761-80.2% | $2,343-76.7% |
| Participant deferral / active EE | $221 | $2,466-91.1% | $3,330-93.4% | $3,332-93.4% |
| Admin fee / account holder | $9 | $2,834-99.7% | $3,601-99.7% | $4,645-99.8% |