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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 | $3,064 | $82,674-96.3% | $125,381-97.6% | $68,486-95.5% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,289 | $3,382-61.9% | $4,815-73.2% | $2,597-50.4% |
| Participant deferral / active EE | $1,637 | $6,111-73.2% | $7,448-78.0% | $4,028-59.3% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |