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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 | $685 | $54,355-98.7% | $82,744-99.2% | $68,486-99.0% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $476 | $2,219-78.6% | $3,008-84.2% | $2,597-81.7% |
| Participant deferral / active EE | $263 | $3,246-91.9% | $4,395-94.0% | $4,028-93.5% |
| Admin fee / account holder | $33 | $4,397-99.2% | $5,325-99.4% | $5,404-99.4% |