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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 | $705 | $47,944-98.5% | $67,834-99.0% | $62,881-98.9% |
| Participation rate | 71.0% | 61.1%+9.9pp | 68.8%+2.2pp | 69.3%+1.7pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $504 | $2,247-77.6% | $3,160-84.0% | $3,203-84.3% |
| Admin fee / account holder | $15 | $3,712-99.6% | $4,622-99.7% | $4,296-99.7% |