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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 | $2,088 | $155,555-98.7% | $146,866-98.6% | $155,188-98.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 0.00% | 115.41%-115.4pp | 102.85%-102.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $840 | $4,647-81.9% | $4,425-81.0% | $4,248-80.2% |
| Participant deferral / active EE | $1,231 | $8,044-84.7% | $7,759-84.1% | $6,531-81.2% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |