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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 | $1,324 | $58,655-97.7% | $91,994-98.6% | $65,185-98.0% |
| Participation rate | 94.4% | 75.3%+19.2pp | 78.6%+15.8pp | 70.2%+24.2pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.03%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $519 | $2,080-75.1% | $3,452-85.0% | $2,177-76.2% |
| Participant deferral / active EE | $716 | $5,474-86.9% | $5,923-87.9% | $3,514-79.6% |
| Admin fee / account holder | $0 | $434-100.0% | $7,743-100.0% | $847-100.0% |