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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 | $1,960 | $97,020-98.0% | $83,322-97.6% | $135,379-98.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,212 | $4,144-46.6% | $3,379-34.5% | $4,779-53.7% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $179 | $8,426-97.9% | $7,540-97.6% | $10,828-98.4% |