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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 | $1,432 | $100,901-98.6% | $75,501-98.1% | $147,586-99.0% |
| Participation rate | 81.0% | 77.1%+3.8pp | 72.4%+8.6pp | 82.8%-1.9pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $639 | $3,253-80.3% | $2,352-72.8% | $4,876-86.9% |
| Participant deferral / active EE | $531 | $4,027-86.8% | $3,142-83.1% | $5,439-90.2% |
| Admin fee / account holder | $6 | $11,285-99.9% | $5,801-99.9% | $10,886-99.9% |