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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 | $2,917 | $175,231-98.3% | $149,696-98.1% | $139,466-97.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,412 | $5,478-74.2% | $4,821-70.7% | $4,754-70.3% |
| Participant deferral / active EE | $1,486 | $6,521-77.2% | $5,682-73.8% | $6,712-77.9% |
| Admin fee / account holder | $58 | $16,155-99.6% | $13,212-99.6% | $11,409-99.5% |