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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 | $1,057 | $54,541-98.1% | $78,778-98.7% | $70,126-98.5% |
| Participation rate | 92.3% | 60.8%+31.5pp | 69.2%+23.1pp | 69.5%+22.8pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $210 | $1,089-80.7% | $1,986-89.4% | $2,343-91.0% |
| Participant deferral / active EE | $709 | $2,210-67.9% | $2,958-76.0% | $3,332-78.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |