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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 | $5,220 | $92,219-94.3% | $76,766-93.2% | $135,382-96.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.77%-519.8pp |
| Employer contribution / active EE | $6,385 | $3,216+98.5% | $2,485+156.9% | $4,779+33.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13 | $10,749-99.9% | $6,675-99.8% | $10,829-99.9% |