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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 | $5,084 | $67,372-92.5% | $60,906-91.7% | $134,532-96.2% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.1%+11.9pp | 81.2%+3.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $665 | $3,099-78.5% | $2,703-75.4% | $4,741-86.0% |
| Participant deferral / active EE | $858 | $4,532-81.1% | $3,814-77.5% | $6,401-86.6% |
| Admin fee / account holder | $35 | $4,588-99.2% | $3,227-98.9% | $11,429-99.7% |