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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 | $401 | $69,541-99.4% | $59,899-99.3% | $135,380-99.7% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.7%+4.3pp | 82.6%-3.7pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $309 | $4,206-92.6% | $3,402-90.9% | $5,609-94.5% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |