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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 | $1,249 | $53,127-97.6% | $86,597-98.6% | $70,131-98.2% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.96%-965.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $582 | $2,068-71.9% | $2,840-79.5% | $2,342-75.2% |
| Participant deferral / active EE | $555 | $2,696-79.4% | $3,609-84.6% | $3,332-83.3% |
| Admin fee / account holder | $57 | $3,585-98.4% | $4,906-98.8% | $4,645-98.8% |