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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 | $2,990 | $110,212-97.3% | $96,534-96.9% | $139,466-97.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,278 | $3,620-64.7% | $2,965-56.9% | $4,754-73.1% |
| Participant deferral / active EE | $1,514 | $5,547-72.7% | $4,851-68.8% | $6,712-77.4% |
| Admin fee / account holder | $1 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |