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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 | $2,694 | $202,345-98.7% | $172,755-98.4% | $152,885-98.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,784 | $5,858-69.5% | $5,144-65.3% | $4,763-62.5% |
| Participant deferral / active EE | $364 | $5,948-93.9% | $5,198-93.0% | $5,851-93.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |