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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 | $2,097 | $89,367-97.7% | $141,191-98.5% | $72,975-97.1% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $831 | $3,115-73.3% | $4,736-82.4% | $2,440-65.9% |
| Participant deferral / active EE | $1,386 | $5,419-74.4% | $6,710-79.3% | $3,608-61.6% |
| Admin fee / account holder | $81 | $5,957-98.6% | $10,264-99.2% | $5,124-98.4% |