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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 | $2,639 | $115,917-97.7% | $100,535-97.4% | $158,982-98.3% |
| Participation rate | 78.3% | 81.6%-3.3pp | 79.4%-1.2pp | 82.0%-3.7pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $610 | $4,105-85.1% | $3,419-82.1% | $4,763-87.2% |
| Participant deferral / active EE | $1,331 | $6,677-80.1% | $6,271-78.8% | $5,983-77.7% |
| Admin fee / account holder | $1 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |