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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 | $3,333 | $124,346-97.3% | $111,308-97.0% | $167,536-98.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,258 | $3,437-34.3% | $2,732-17.3% | $4,839-53.3% |
| Participant deferral / active EE | $632 | $5,182-87.8% | $4,487-85.9% | $6,342-90.0% |
| Admin fee / account holder | $34 | $10,621-99.7% | $7,965-99.6% | $12,315-99.7% |