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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 | $2,289 | $142,361-98.4% | $119,608-98.1% | $134,509-98.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,183 | $5,224-77.3% | $4,232-72.0% | $4,741-75.0% |
| Participant deferral / active EE | $1,424 | $6,468-78.0% | $5,601-74.6% | $6,400-77.8% |
| Admin fee / account holder | $33 | $13,588-99.8% | $10,326-99.7% | $11,427-99.7% |