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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 | $6,227 | $124,330-95.0% | $109,173-94.3% | $167,536-96.3% |
| Participation rate | 73.7% | 79.5%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,294 | $4,209-21.7% | $3,723-11.5% | $4,839-31.9% |
| Participant deferral / active EE | $1,476 | $5,256-71.9% | $4,654-68.3% | $6,342-76.7% |
| Admin fee / account holder | $20 | $7,974-99.7% | $6,755-99.7% | $12,315-99.8% |