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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 | $7,219 | $69,518-89.6% | $59,887-87.9% | $135,379-94.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.90% | 7.95%-11.8pp | 3.46%-7.4pp | 519.79%-523.7pp |
| Employer contribution / active EE | $577 | $3,235-82.2% | $2,722-78.8% | $4,779-87.9% |
| Participant deferral / active EE | $727 | $4,204-82.7% | $3,402-78.6% | $5,609-87.0% |
| Admin fee / account holder | $39 | $5,734-99.3% | $3,591-98.9% | $10,828-99.6% |