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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 | $3,624 | $89,739-96.0% | $149,721-97.6% | $62,293-94.2% |
| Participation rate | 85.2% | 85.1%+0.1pp | 87.1%-1.8pp | 69.5%+15.7pp |
| Annual return | 0.00% | 21.01%-21.0pp | 1501.67%-1501.7pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,327 | $3,233-58.9% | $5,444-75.6% | $2,042-35.0% |
| Participant deferral / active EE | $1,751 | $4,797-63.5% | $6,568-73.3% | $3,169-44.8% |
| Admin fee / account holder | $11 | $551-98.0% | $11,282-99.9% | $479-97.7% |