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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 | $3,803 | $148,582-97.4% | $135,942-97.2% | $139,456-97.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,332 | $5,245-74.6% | $4,858-72.6% | $4,753-72.0% |
| Participant deferral / active EE | $1,656 | $8,101-79.6% | $7,759-78.7% | $6,711-75.3% |
| Admin fee / account holder | $7 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |