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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 | $1,137 | $77,920-98.5% | $149,723-99.2% | $75,177-98.5% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.4pp | 67.2%+10.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $386 | $3,138-87.7% | $4,821-92.0% | $2,671-85.6% |
| Participant deferral / active EE | $580 | $3,411-83.0% | $5,682-89.8% | $4,126-86.0% |
| Admin fee / account holder | $2 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |