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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 | $265 | $107,806-99.8% | $90,655-99.7% | $135,382-99.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $106 | $3,018-96.5% | $2,532-95.8% | $4,779-97.8% |
| Participant deferral / active EE | $194 | $3,872-95.0% | $3,425-94.3% | $5,609-96.6% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |