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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 | $1,008 | $117,444-99.1% | $99,479-99.0% | $152,909-99.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $264 | $3,014-91.2% | $2,540-89.6% | $4,764-94.5% |
| Participant deferral / active EE | $473 | $4,086-88.4% | $3,619-86.9% | $5,851-91.9% |
| Admin fee / account holder | $1 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |