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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 | $1,732 | $54,355-96.8% | $82,744-97.9% | $68,486-97.5% |
| Participation rate | 89.8% | 63.9%+25.9pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | -18.65% | -13.67%-5.0pp | 702.22%-720.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $478 | $2,219-78.5% | $3,008-84.1% | $2,597-81.6% |
| Participant deferral / active EE | $785 | $3,246-75.8% | $4,395-82.1% | $4,028-80.5% |
| Admin fee / account holder | $88 | $4,397-98.0% | $5,325-98.4% | $5,404-98.4% |