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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 | $3,502 | $155,555-97.7% | $146,866-97.6% | $155,188-97.7% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 0.00% | 115.41%-115.4pp | 102.85%-102.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,222 | $4,647-73.7% | $4,425-72.4% | $4,248-71.2% |
| Participant deferral / active EE | $2,064 | $8,044-74.3% | $7,759-73.4% | $6,531-68.4% |
| Admin fee / account holder | $19 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |