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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 | $1,099 | $78,694-98.6% | $67,652-98.4% | $125,389-99.1% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 83.2%+10.9pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $496 | $3,044-83.7% | $2,266-78.1% | $4,866-89.8% |
| Participant deferral / active EE | $540 | $4,292-87.4% | $3,560-84.8% | $5,352-89.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |