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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 | $7,007 | $77,638-91.0% | $156,551-95.5% | $62,881-88.9% |
| Participation rate | 90.4% | 71.2%+19.2pp | 84.0%+6.3pp | 69.3%+21.1pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $384 | $3,444-88.9% | $5,501-93.0% | $2,281-83.2% |
| Participant deferral / active EE | $240 | $3,046-92.1% | $4,871-95.1% | $3,203-92.5% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |