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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 | $2,360 | $77,920-97.0% | $149,723-98.4% | $75,177-96.9% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,731 | $3,138-44.9% | $4,821-64.1% | $2,671-35.2% |
| Participant deferral / active EE | $268 | $3,411-92.2% | $5,682-95.3% | $4,126-93.5% |
| Admin fee / account holder | $6 | $5,951-99.9% | $13,215-100.0% | $5,651-99.9% |