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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 | $4,348 | $105,158-95.9% | $94,672-95.4% | $139,487-96.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.6pp |
| Annual return | 0.00% | 38.11%-38.1pp | 156.89%-156.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,619 | $4,107-60.6% | $3,673-55.9% | $4,755-66.0% |
| Participant deferral / active EE | $1,531 | $7,599-79.8% | $7,417-79.4% | $6,713-77.2% |
| Admin fee / account holder | $2 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |