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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 | $6,973 | $168,635-95.9% | $147,617-95.3% | $125,389-94.4% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,416 | $6,252-29.4% | $5,564-20.6% | $4,866-9.3% |
| Participant deferral / active EE | $1,297 | $5,507-76.5% | $4,895-73.5% | $5,352-75.8% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |