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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 | $1,190 | $42,548-97.2% | $74,551-98.4% | $56,289-97.9% |
| Participation rate | 70.5% | 60.5%+10.0pp | 69.1%+1.4pp | 69.9%+0.7pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,002 | $2,277-56.0% | $3,108-67.8% | $3,350-70.1% |
| Admin fee / account holder | $18 | $467-96.2% | $5,059-99.7% | $521-96.6% |