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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 | $3,734 | $176,786-97.9% | $146,643-97.5% | $167,536-97.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,218 | $5,161-76.4% | $4,137-70.6% | $4,839-74.8% |
| Participant deferral / active EE | $1,920 | $6,440-70.2% | $5,506-65.1% | $6,342-69.7% |
| Admin fee / account holder | $11 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |