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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 | $4,743 | $167,362-97.2% | $143,799-96.7% | $134,532-96.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -0.08% | 0.47%-0.6pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,667 | $5,620-52.5% | $4,952-46.1% | $4,741-43.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |