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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 | $993 | $117,433-99.2% | $99,475-99.0% | $152,897-99.4% |
| Participation rate | 77.8% | 77.5%+0.2pp | 73.8%+3.9pp | 82.5%-4.7pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $431 | $3,013-85.7% | $2,540-83.0% | $4,764-91.0% |
| Participant deferral / active EE | $396 | $4,086-90.3% | $3,619-89.1% | $5,851-93.2% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |