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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 | $6,389 | $57,352-88.9% | $83,831-92.4% | $64,173-90.0% |
| Participation rate | 73.1% | 68.6%+4.5pp | 76.1%-3.1pp | 69.6%+3.5pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $5,252 | $2,546+106.3% | $3,631+44.6% | $2,381+120.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $139 | $4,046-96.6% | $5,479-97.5% | $4,887-97.2% |