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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 | $3,735 | $175,646-97.9% | $129,118-97.1% | $134,532-97.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,850 | $6,355-70.9% | $5,051-63.4% | $4,741-61.0% |
| Participant deferral / active EE | $1,850 | $7,970-76.8% | $6,539-71.7% | $6,401-71.1% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |