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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 | $2,951 | $138,076-97.9% | $123,553-97.6% | $135,380-97.8% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,048 | $5,152-79.7% | $4,628-77.4% | $4,779-78.1% |
| Participant deferral / active EE | $1,404 | $6,800-79.3% | $6,426-78.1% | $5,609-75.0% |
| Admin fee / account holder | $88 | $10,917-99.2% | $9,284-99.1% | $10,828-99.2% |