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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 | $2,370 | $129,959-98.2% | $104,301-97.7% | $134,509-98.2% |
| Participation rate | 78.6% | 79.5%-1.0pp | 73.3%+5.3pp | 81.2%-2.7pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.13%-418.1pp |
| Employer contribution / active EE | $936 | $4,185-77.6% | $3,373-72.2% | $4,741-80.2% |
| Participant deferral / active EE | $1,022 | $5,589-81.7% | $4,626-77.9% | $6,400-84.0% |
| Admin fee / account holder | $73 | $9,325-99.2% | $7,340-99.0% | $11,427-99.4% |