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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 | $810 | $82,324-99.0% | $68,803-98.8% | $134,545-99.4% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $603 | $3,302-81.7% | $2,656-77.3% | $4,742-87.3% |
| Participant deferral / active EE | $692 | $4,740-85.4% | $3,942-82.4% | $6,401-89.2% |
| Admin fee / account holder | $26 | $6,485-99.6% | $4,936-99.5% | $11,431-99.8% |