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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 | $2,906 | $167,323-98.3% | $143,770-98.0% | $134,493-97.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,747 | $5,619-68.9% | $4,951-64.7% | $4,740-63.1% |
| Participant deferral / active EE | $1,146 | $6,446-82.2% | $5,638-79.7% | $6,400-82.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |