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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 | $18,572 | $93,346-80.1% | $71,796-74.1% | $273,972-93.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $704 | $2,733-74.2% | $1,924-63.4% | $4,869-85.5% |
| Participant deferral / active EE | $513 | $3,475-85.2% | $2,794-81.7% | $5,287-90.3% |
| Admin fee / account holder | $56 | $6,571-99.1% | $4,815-98.8% | $10,133-99.4% |