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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 | $1,705 | $88,583-98.1% | $88,497-98.1% | $273,972-99.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 5.68%-5.7pp | 7.63%-7.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,283 | $4,502-71.5% | $4,036-68.2% | $4,869-73.6% |
| Participant deferral / active EE | $614 | $4,891-87.4% | $4,899-87.5% | $5,287-88.4% |
| Admin fee / account holder | $12 | $8,980-99.9% | $6,220-99.8% | $10,133-99.9% |