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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 | $1,411 | $97,027-98.5% | $83,323-98.3% | $135,382-99.0% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $539 | $4,143-87.0% | $3,379-84.1% | $4,779-88.7% |
| Participant deferral / active EE | $734 | $5,964-87.7% | $5,565-86.8% | $5,609-86.9% |
| Admin fee / account holder | $2 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |