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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 | $1,587 | $66,704-97.6% | - | $152,909-99.0% |
| Participation rate | 75.0% | 72.5%+2.5pp | - | 82.5%-7.5pp |
| Annual return | 0.00% | 27.69%-27.7pp | - | 345.46%-345.5pp |
| Employer contribution / active EE | $570 | $2,786-79.6% | - | $4,764-88.0% |
| Participant deferral / active EE | $570 | $4,168-86.3% | - | $5,851-90.3% |
| Admin fee / account holder | $1 | $4,701-100.0% | - | $11,601-100.0% |