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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 | $22,000 | $146,045-84.9% | $146,045-84.9% | $254,510-91.4% |
| Participation rate | 100.0% | 20.0%+80.0pp | 12.5%+87.5pp | 43.0%+57.0pp |
| Annual return | 0.00% | 9.49%-9.5pp | 9.55%-9.5pp | 259.14%-259.1pp |
| Employer contribution / active EE | $22,000 | $42,563-48.3% | $39,797-44.7% | $41,471-47.0% |
| Participant deferral / active EE | $0 | $139-100.0% | $130-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,546-100.0% |