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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 | $463 | $25,979-98.2% | $71,778-99.4% | $68,490-99.3% |
| Participation rate | 75.0% | 54.5%+20.5pp | 62.3%+12.7pp | 67.9%+7.1pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $175 | $900-80.6% | $1,704-89.7% | $2,597-93.3% |
| Participant deferral / active EE | $182 | $1,522-88.0% | $2,656-93.1% | $4,028-95.5% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |