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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 | $1,241 | $190,879-99.4% | $160,009-99.2% | $134,532-99.1% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $799 | $4,995-84.0% | $4,225-81.1% | $4,741-83.1% |
| Participant deferral / active EE | $956 | $6,924-86.2% | $6,183-84.5% | $6,401-85.1% |
| Admin fee / account holder | $24 | $10,495-99.8% | $8,715-99.7% | $11,429-99.8% |