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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 | $676 | $35,183-98.1% | $73,550-99.1% | $70,126-99.0% |
| Participation rate | 71.4% | 42.9%+28.5pp | 54.9%+16.5pp | 69.5%+1.9pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $207 | $709-70.8% | $1,219-83.0% | $2,343-91.2% |
| Participant deferral / active EE | $265 | $1,220-78.2% | $1,804-85.3% | $3,332-92.0% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |