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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 | $873 | $82,674-98.9% | $125,363-99.3% | $68,495-98.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $710 | $3,382-79.0% | $4,815-85.2% | $2,596-72.6% |
| Participant deferral / active EE | $980 | $6,111-84.0% | $7,447-86.8% | $4,028-75.7% |
| Admin fee / account holder | $74 | $6,276-98.8% | $10,005-99.3% | $5,403-98.6% |