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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 | $1,172 | $61,356-98.1% | $149,696-99.2% | $71,511-98.4% |
| Participation rate | 90.8% | 62.5%+28.3pp | 78.8%+12.0pp | 67.9%+22.8pp |
| Annual return | 0.00% | 35.86%-35.9pp | 134.46%-134.5pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $796 | $2,920-72.7% | $5,682-86.0% | $4,291-81.4% |
| Admin fee / account holder | $20 | $1,263-98.5% | $13,212-99.9% | $1,588-98.8% |