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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 | $3,781 | $92,219-95.9% | $76,768-95.1% | $135,379-97.2% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.79%-519.8pp |
| Employer contribution / active EE | $661 | $3,216-79.4% | $2,485-73.4% | $4,779-86.2% |
| Participant deferral / active EE | $1,353 | $4,508-70.0% | $3,852-64.9% | $5,609-75.9% |
| Admin fee / account holder | $6 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |