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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 | $6,013 | $103,164-94.2% | $90,259-93.3% | $154,746-96.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 19.25%-19.3pp | 18.88%-18.9pp | 172.34%-172.3pp |
| Employer contribution / active EE | $136 | $2,532-94.6% | $2,291-94.1% | $4,379-96.9% |
| Participant deferral / active EE | $295 | $4,422-93.3% | $3,827-92.3% | $6,730-95.6% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |