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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 | $6,253 | $54,370-88.5% | $82,763-92.4% | $68,490-90.9% |
| Participation rate | 94.7% | 63.9%+30.8pp | 72.6%+22.2pp | 67.9%+26.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.45%-702.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,766 | $2,219+69.7% | $3,008+25.2% | $2,597+45.0% |
| Participant deferral / active EE | $680 | $3,247-79.1% | $4,395-84.5% | $4,028-83.1% |
| Admin fee / account holder | $2 | $4,398-99.9% | $5,325-100.0% | $5,403-100.0% |