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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 | $1,169 | $50,972-97.7% | $88,538-98.7% | $72,975-98.4% |
| Participation rate | 77.8% | 63.4%+14.4pp | 68.7%+9.0pp | 69.5%+8.3pp |
| Annual return | 0.00% | 29.62%-29.6pp | 43.64%-43.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $357 | $1,475-75.8% | $2,098-83.0% | $2,440-85.4% |
| Participant deferral / active EE | $630 | $2,230-71.8% | $2,914-78.4% | $3,608-82.5% |
| Admin fee / account holder | $5 | $3,230-99.9% | $4,310-99.9% | $5,124-99.9% |