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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 | $12,763 | $183,627-93.0% | $155,602-91.8% | $145,978-91.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,665 | $5,316-68.7% | $4,675-64.4% | $4,662-64.3% |
| Participant deferral / active EE | $1,665 | $6,466-74.3% | $5,629-70.4% | $6,690-75.1% |
| Admin fee / account holder | $38 | $19,327-99.8% | $15,923-99.8% | $13,400-99.7% |