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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 | $2,636 | $82,678-96.8% | $125,391-97.9% | $68,490-96.2% |
| Participation rate | 88.3% | 75.1%+13.3pp | 82.4%+5.9pp | 67.9%+20.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,131 | $3,382-66.6% | $4,816-76.5% | $2,597-56.4% |
| Participant deferral / active EE | $2,047 | $6,111-66.5% | $7,448-72.5% | $4,028-49.2% |
| Admin fee / account holder | $12 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |