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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 | $5,976 | $94,529-93.7% | $140,019-95.7% | $64,173-90.7% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.17%-651.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $5,746 | $3,812+50.7% | $5,605+2.5% | $2,381+141.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |