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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 | $2,803 | $103,392-97.3% | $87,104-96.8% | $152,897-98.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $820 | $3,221-74.6% | $2,521-67.5% | $4,764-82.8% |
| Participant deferral / active EE | $1,405 | $4,778-70.6% | $4,048-65.3% | $5,851-76.0% |
| Admin fee / account holder | $4 | $12,194-100.0% | $7,491-99.9% | $11,599-100.0% |