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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 | $2,027 | $106,280-98.1% | $96,538-97.9% | $139,487-98.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $843 | $4,107-79.5% | $3,740-77.5% | $4,755-82.3% |
| Participant deferral / active EE | $1,211 | $5,457-77.8% | $4,880-75.2% | $6,713-82.0% |
| Admin fee / account holder | $62 | $7,888-99.2% | $6,737-99.1% | $11,407-99.5% |