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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 | $3,350 | $142,392-97.6% | $119,622-97.2% | $134,532-97.5% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,208 | $5,224-76.9% | $4,232-71.5% | $4,741-74.5% |
| Participant deferral / active EE | $1,476 | $6,467-77.2% | $5,601-73.6% | $6,401-76.9% |
| Admin fee / account holder | $10 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |