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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 | $1,688 | $53,546-96.8% | $69,884-97.6% | $68,486-97.5% |
| Participation rate | 86.4% | 64.5%+21.8pp | 70.5%+15.9pp | 67.9%+18.5pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.81%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $727 | $2,019-64.0% | $2,560-71.6% | $2,597-72.0% |
| Participant deferral / active EE | $803 | $2,957-72.8% | $3,848-79.1% | $4,028-80.1% |
| Admin fee / account holder | $4 | $4,693-99.9% | $6,266-99.9% | $5,404-99.9% |