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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 | $1,031 | $102,828-99.0% | $105,387-99.0% | $152,909-99.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $799 | $5,465-85.4% | $5,502-85.5% | $5,851-86.4% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |