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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 | $2,599 | $91,559-97.2% | $133,971-98.1% | $79,852-96.7% |
| Participation rate | 95.2% | 73.3%+21.9pp | 79.8%+15.4pp | 69.6%+25.6pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $665 | $2,384-72.1% | $3,919-83.0% | $2,471-73.1% |
| Participant deferral / active EE | $1,165 | $3,734-68.8% | $5,047-76.9% | $3,740-68.9% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |