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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 | $1,557 | $211,239-99.3% | $178,528-99.1% | $145,877-98.9% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 0.00% | 30.22%-30.2pp | 27.11%-27.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,108 | $6,963-84.1% | $6,278-82.4% | $6,691-83.4% |
| Admin fee / account holder | $25 | $12,095-99.8% | $10,419-99.8% | $13,402-99.8% |