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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 | $737 | $49,896-98.5% | $80,627-99.1% | $75,173-99.0% |
| Participation rate | 73.5% | 55.3%+18.2pp | 67.0%+6.5pp | 67.2%+6.3pp |
| Annual return | 18.43% | 34.67%-16.2pp | 936.76%-918.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $328 | $1,699-80.7% | $2,723-88.0% | $2,671-87.7% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |