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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 | $1,663 | $105,960-98.4% | $81,726-98.0% | $158,982-99.0% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $648 | $7,805-91.7% | $4,311-85.0% | $4,763-86.4% |
| Participant deferral / active EE | $679 | $13,011-94.8% | $7,108-90.4% | $5,983-88.6% |
| Admin fee / account holder | $1 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |