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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 | $8,182 | $280,515-97.1% | $278,735-97.1% | $263,064-96.9% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 0.00% | -5.15%+5.2pp | -5.00%+5.0pp | -1.59%+1.6pp |
| Employer contribution / active EE | $5,842 | $38,407-84.8% | $38,789-84.9% | $33,160-82.4% |
| Participant deferral / active EE | $1,264 | $15,622-91.9% | $15,064-91.6% | $7,831-83.9% |
| Admin fee / account holder | $0 | $8,605-100.0% | $8,885-100.0% | $9,535-100.0% |