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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 | $962 | $54,357-98.2% | $82,706-98.8% | $68,495-98.6% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.76%-701.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $323 | $2,218-85.5% | $3,007-89.3% | $2,596-87.6% |
| Participant deferral / active EE | $613 | $3,246-81.1% | $4,394-86.1% | $4,028-84.8% |
| Admin fee / account holder | $12 | $4,396-99.7% | $5,329-99.8% | $5,403-99.8% |