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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 | $1,713 | $154,228-98.9% | $145,433-98.8% | $137,256-98.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,639 | $4,804-65.9% | $4,554-64.0% | $4,156-60.6% |
| Participant deferral / active EE | $1,639 | $8,216-80.1% | $7,897-79.2% | $6,407-74.4% |
| Admin fee / account holder | $17 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |