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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 | $1,127 | $66,402-98.3% | $109,907-99.0% | $85,847-98.7% |
| Participation rate | 71.4% | 63.9%+7.6pp | 74.2%-2.8pp | 69.3%+2.1pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.46%-29.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $388 | $1,687-77.0% | $2,844-86.4% | $2,565-84.9% |
| Participant deferral / active EE | $598 | $2,842-78.9% | $4,047-85.2% | $3,952-84.9% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,069-100.0% | $6,261-100.0% |