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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 | $125 | $53,162-99.8% | $91,227-99.9% | $68,490-99.8% |
| Participation rate | 88.1% | 63.2%+24.9pp | 73.2%+14.9pp | 67.9%+20.2pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.14%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $145 | $2,974-95.1% | $4,234-96.6% | $4,028-96.4% |
| Admin fee / account holder | $12 | $4,493-99.7% | $5,423-99.8% | $5,403-99.8% |