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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 | $2,097 | $104,664-98.0% | $85,693-97.6% | $167,518-98.7% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $674 | $3,337-79.8% | $2,618-74.3% | $4,838-86.1% |
| Participant deferral / active EE | $972 | $4,824-79.8% | $3,923-75.2% | $6,342-84.7% |
| Admin fee / account holder | $1 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |