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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 | $583 | $117,690-99.5% | $71,735-99.2% | $134,493-99.6% |
| Participation rate | 71.4% | 68.8%+2.6pp | 62.3%+9.1pp | 81.2%-9.8pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 418.01%-418.0pp |
| Employer contribution / active EE | $204 | $2,525-91.9% | $1,704-88.0% | $4,740-95.7% |
| Participant deferral / active EE | $204 | $3,759-94.6% | $2,658-92.3% | $6,400-96.8% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,425-100.0% |