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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 | $2,897 | $181,062-98.4% | $158,223-98.2% | $155,188-98.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $985 | $4,565-78.4% | $4,109-76.0% | $4,248-76.8% |
| Participant deferral / active EE | $1,718 | $6,134-72.0% | $5,467-68.6% | $6,531-73.7% |
| Admin fee / account holder | $97 | $18,825-99.5% | $16,047-99.4% | $14,480-99.3% |