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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 | $1,439 | $77,419-98.1% | $69,461-97.9% | $152,885-99.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 0.00% | 39.07%-39.1pp | 28.97%-29.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $568 | $3,315-82.9% | $2,779-79.6% | $4,763-88.1% |
| Participant deferral / active EE | $619 | $4,414-86.0% | $3,536-82.5% | $5,851-89.4% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |