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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 | $3,351 | $138,076-97.6% | $123,553-97.3% | $135,380-97.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,143 | $5,152-77.8% | $4,628-75.3% | $4,779-76.1% |
| Participant deferral / active EE | $2,144 | $6,800-68.5% | $6,426-66.6% | $5,609-61.8% |
| Admin fee / account holder | $123 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |