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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 | $1,334 | $82,288-98.4% | $68,794-98.1% | $134,509-99.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $600 | $3,301-81.8% | $2,656-77.4% | $4,741-87.3% |
| Participant deferral / active EE | $770 | $4,738-83.8% | $3,941-80.5% | $6,400-88.0% |
| Admin fee / account holder | $2 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |