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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 | $4,504 | $78,694-94.3% | $67,653-93.3% | $125,388-96.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.73% | 9.46%-10.2pp | 6625.22%-6625.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,745 | $3,044-42.7% | $2,266-23.0% | $4,866-64.1% |
| Participant deferral / active EE | $713 | $4,292-83.4% | $3,560-80.0% | $5,352-86.7% |
| Admin fee / account holder | $54 | $7,403-99.3% | $4,821-98.9% | $9,541-99.4% |