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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 | $2,818 | $190,916-98.5% | $160,037-98.2% | $134,545-97.9% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.3pp | 81.2%+2.1pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,035 | $4,996-79.3% | $4,226-75.5% | $4,742-78.2% |
| Participant deferral / active EE | $1,315 | $6,925-81.0% | $6,184-78.7% | $6,401-79.5% |
| Admin fee / account holder | $3 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |