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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 | $10,614 | $162,136-93.5% | $152,301-93.0% | $154,746-93.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 0.00% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $10,031 | $4,890+105.1% | $4,624+116.9% | $4,379+129.1% |
| Participant deferral / active EE | $554 | $8,341-93.4% | $8,004-93.1% | $6,730-91.8% |
| Admin fee / account holder | $186 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |