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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 | $3,745 | $127,387-97.1% | $115,038-96.7% | $125,389-97.0% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,153 | $5,166-77.7% | $4,608-75.0% | $4,866-76.3% |
| Participant deferral / active EE | $1,576 | $6,423-75.5% | $6,026-73.8% | $5,352-70.5% |
| Admin fee / account holder | $251 | $9,516-97.4% | $8,175-96.9% | $9,541-97.4% |