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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 | $4,983 | $209,422-97.6% | $178,503-97.2% | $158,982-96.9% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,559 | $5,707-72.7% | $5,011-68.9% | $4,763-67.3% |
| Participant deferral / active EE | $1,949 | $5,955-67.3% | $5,202-62.5% | $5,983-67.4% |
| Admin fee / account holder | $62 | $17,079-99.6% | $13,987-99.6% | $11,252-99.4% |