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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 | $2,298 | $118,875-98.1% | $96,572-97.6% | $167,553-98.6% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.8%+7.1pp | 82.1%-5.2pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $701 | $3,121-77.5% | $2,357-70.3% | $4,840-85.5% |
| Participant deferral / active EE | $1,052 | $4,617-77.2% | $3,850-72.7% | $6,343-83.4% |
| Admin fee / account holder | $23 | $8,070-99.7% | $6,183-99.6% | $12,316-99.8% |