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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 | $1,556 | $176,786-99.1% | $146,643-98.9% | $167,536-99.1% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,137 | $5,161-78.0% | $4,137-72.5% | $4,839-76.5% |
| Participant deferral / active EE | $1,211 | $6,440-81.2% | $5,506-78.0% | $6,342-80.9% |
| Admin fee / account holder | $38 | $13,262-99.7% | $10,280-99.6% | $12,315-99.7% |