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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 | $8,154 | $138,114-94.1% | $125,391-93.5% | $134,545-93.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,716 | $5,246-67.3% | $4,816-64.4% | $4,742-63.8% |
| Participant deferral / active EE | $2,418 | $7,801-69.0% | $7,448-67.5% | $6,401-62.2% |
| Admin fee / account holder | $14 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |