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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 | $3,666 | $65,361-94.4% | $92,897-96.1% | $72,986-95.0% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.42%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,724 | $2,594-33.6% | $3,653-52.8% | $2,440-29.4% |
| Participant deferral / active EE | $1,159 | $3,128-62.9% | $4,238-72.6% | $3,607-67.9% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |