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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 | $1,859 | $48,078-96.1% | $78,676-97.6% | $62,881-97.0% |
| Participation rate | 90.4% | 65.2%+25.2pp | 73.6%+16.8pp | 69.3%+21.1pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $504 | $2,015-75.0% | $2,850-82.3% | $2,281-77.9% |
| Participant deferral / active EE | $646 | $2,587-75.0% | $3,517-81.6% | $3,203-79.8% |
| Admin fee / account holder | $15 | $3,206-99.5% | $4,510-99.7% | $4,296-99.6% |