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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 | $5,031 | $95,895-94.8% | $79,576-93.7% | $134,509-96.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 6.52% | -2.72%+9.2pp | 0.15%+6.4pp | 418.13%-411.6pp |
| Employer contribution / active EE | $2,967 | $3,128-5.2% | $2,413+22.9% | $4,741-37.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9 | $9,129-99.9% | $6,834-99.9% | $11,427-99.9% |