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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 | $8,845 | $127,096-93.0% | $105,736-91.6% | $135,380-93.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,305 | $5,064-74.2% | $4,080-68.0% | $5,609-76.7% |
| Admin fee / account holder | $41 | $9,087-99.6% | $6,913-99.4% | $10,828-99.6% |