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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 | $1,181 | $102,245-98.8% | $89,340-98.7% | $137,256-99.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 0.00% | 21.89%-21.9pp | 20.57%-20.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $514 | $2,529-79.7% | $2,231-76.9% | $4,156-87.6% |
| Participant deferral / active EE | $593 | $4,436-86.6% | $3,823-84.5% | $6,407-90.7% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |