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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 | $6,800 | $82,674-91.8% | $125,381-94.6% | $68,486-90.1% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,738 | $3,382-48.6% | $4,815-63.9% | $2,597-33.1% |
| Participant deferral / active EE | $1,480 | $6,111-75.8% | $7,448-80.1% | $4,028-63.3% |
| Admin fee / account holder | $135 | $6,277-97.8% | $10,007-98.6% | $5,404-97.5% |