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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 | $1,278 | $77,908-98.4% | $149,696-99.1% | $75,173-98.3% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $519 | $3,138-83.5% | $4,821-89.2% | $2,671-80.6% |
| Participant deferral / active EE | $649 | $3,411-81.0% | $5,682-88.6% | $4,126-84.3% |
| Admin fee / account holder | $27 | $5,950-99.6% | $13,212-99.8% | $5,651-99.5% |