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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 | $363 | $27,639-98.7% | $61,501-99.4% | $68,490-99.5% |
| Participation rate | 93.9% | 39.5%+54.4pp | 52.6%+41.4pp | 67.9%+26.0pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $234 | $696-66.4% | $1,160-79.8% | $2,597-91.0% |
| Participant deferral / active EE | $257 | $1,264-79.7% | $2,125-87.9% | $4,028-93.6% |
| Admin fee / account holder | $10 | $2,012-99.5% | $2,132-99.5% | $5,403-99.8% |