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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 | $289 | $27,632-99.0% | $61,399-99.5% | $68,495-99.6% |
| Participation rate | 96.4% | 39.5%+56.9pp | 52.6%+43.9pp | 67.9%+28.5pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $157 | $696-77.5% | $1,159-86.5% | $2,596-94.0% |
| Participant deferral / active EE | $180 | $1,264-85.8% | $2,124-91.5% | $4,028-95.5% |
| Admin fee / account holder | $6 | $2,010-99.7% | $2,131-99.7% | $5,403-99.9% |