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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 | $3,646 | $87,546-95.8% | $75,784-95.2% | $125,389-97.1% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | 0.04% | 13.49%-13.4pp | 9.68%-9.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $783 | $3,930-80.1% | $3,323-76.4% | $4,866-83.9% |
| Participant deferral / active EE | $783 | $4,230-81.5% | $3,652-78.6% | $5,352-85.4% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |