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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 | $7,433 | $259,158-97.1% | $208,041-96.4% | $259,158-97.1% |
| Participation rate | 100.0% | 95.8%+4.2pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 0.00% | 5.38%-5.4pp | 3.50%-3.5pp | 5.38%-5.4pp |
| Employer contribution / active EE | $7,433 | $22,268-66.6% | $16,404-54.7% | $22,268-66.6% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,084-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $9,035-100.0% | $8,593-100.0% | $9,035-100.0% |