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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 | $3,338 | $117,444-97.2% | $99,479-96.6% | $152,909-97.8% |
| Participation rate | 73.3% | 77.5%-4.2pp | 73.8%-0.5pp | 82.5%-9.1pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $243 | $3,014-91.9% | $2,540-90.4% | $4,764-94.9% |
| Participant deferral / active EE | $374 | $4,086-90.8% | $3,619-89.7% | $5,851-93.6% |
| Admin fee / account holder | $15 | $7,635-99.8% | $6,253-99.8% | $11,601-99.9% |