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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 | $2,820 | $138,114-98.0% | $125,391-97.8% | $134,545-97.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,089 | $5,246-79.3% | $4,816-77.4% | $4,742-77.0% |
| Participant deferral / active EE | $1,230 | $7,801-84.2% | $7,448-83.5% | $6,401-80.8% |
| Admin fee / account holder | $1 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |