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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 | $512 | $37,446-98.6% | $77,552-99.3% | $79,856-99.4% |
| Participation rate | 92.0% | 41.5%+50.5pp | 54.2%+37.8pp | 69.6%+22.4pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $343 | $637-46.1% | $987-65.2% | $2,471-86.1% |
| Participant deferral / active EE | $124 | $1,261-90.2% | $1,861-93.3% | $3,741-96.7% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |