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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 | $5,310 | $202,342-97.4% | $172,753-96.9% | $152,909-96.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,552 | $5,857-73.5% | $5,144-69.8% | $4,764-67.4% |
| Participant deferral / active EE | $2,066 | $5,948-65.3% | $5,198-60.3% | $5,851-64.7% |
| Admin fee / account holder | $265 | $17,112-98.5% | $13,956-98.1% | $11,601-97.7% |