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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 | $242 | $73,867-99.7% | $143,770-99.8% | $68,498-99.6% |
| Participation rate | 70.7% | 66.7%+4.1pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $235 | $3,384-93.1% | $5,638-95.8% | $4,027-94.2% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |