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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 | $3,299 | $45,438-92.7% | $80,004-95.9% | $59,633-94.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -1.41% | 5.10%-6.5pp | 7.63%-9.0pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $506 | $1,236-59.1% | $2,473-79.6% | $2,203-77.0% |
| Participant deferral / active EE | $237 | $2,231-89.4% | $3,204-92.6% | $3,192-92.6% |
| Admin fee / account holder | $36 | $3,464-99.0% | $5,033-99.3% | $4,297-99.2% |