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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 | $3,875 | $59,116-93.4% | $86,438-95.5% | $68,486-94.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 6.16% | -0.23%+6.4pp | 4397.19%-4391.0pp | -7.85%+14.0pp |
| Employer contribution / active EE | $1,223 | $2,519-51.4% | $3,769-67.6% | $2,597-52.9% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $159 | $5,639-97.2% | $6,733-97.6% | $5,404-97.1% |