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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 | $1,962 | $106,267-98.2% | $96,520-98.0% | $139,456-98.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $806 | $4,105-80.4% | $3,739-78.4% | $4,753-83.0% |
| Participant deferral / active EE | $864 | $5,454-84.2% | $4,879-82.3% | $6,711-87.1% |
| Admin fee / account holder | $5 | $7,882-99.9% | $6,733-99.9% | $11,407-100.0% |