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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 | $1,898 | $54,355-96.5% | $82,744-97.7% | $68,486-97.2% |
| Participation rate | 89.3% | 63.9%+25.4pp | 72.6%+16.7pp | 67.9%+21.4pp |
| Annual return | -6.86% | -13.67%+6.8pp | 702.22%-709.1pp | -7.85%+1.0pp |
| Employer contribution / active EE | $395 | $2,219-82.2% | $3,008-86.9% | $2,597-84.8% |
| Participant deferral / active EE | $657 | $3,246-79.8% | $4,395-85.0% | $4,028-83.7% |
| Admin fee / account holder | $153 | $4,397-96.5% | $5,325-97.1% | $5,404-97.2% |