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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 | $8,319 | $211,946-96.1% | $169,452-95.1% | $135,379-93.9% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $735 | $5,117-85.6% | $4,157-82.3% | $4,779-84.6% |
| Participant deferral / active EE | $923 | $6,075-84.8% | $5,277-82.5% | $5,609-83.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |