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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 | $1,131 | $48,267-97.7% | $68,794-98.4% | $68,495-98.3% |
| Participation rate | 98.3% | 60.7%+37.6pp | 69.0%+29.3pp | 67.9%+30.4pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,112 | $1,829-39.2% | $2,656-58.1% | $2,596-57.2% |
| Participant deferral / active EE | $39 | $2,867-98.6% | $3,941-99.0% | $4,028-99.0% |
| Admin fee / account holder | $27 | $4,362-99.4% | $4,934-99.4% | $5,403-99.5% |