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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 | $1,662 | $82,678-98.0% | $125,391-98.7% | $68,490-97.6% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $747 | $3,382-77.9% | $4,816-84.5% | $2,597-71.2% |
| Participant deferral / active EE | $1,249 | $6,111-79.6% | $7,448-83.2% | $4,028-69.0% |
| Admin fee / account holder | $110 | $6,277-98.3% | $10,009-98.9% | $5,403-98.0% |