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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 | $1,340 | $100,970-98.7% | $96,576-98.6% | $137,256-99.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $522 | $3,809-86.3% | $3,553-85.3% | $4,156-87.4% |
| Participant deferral / active EE | $787 | $8,286-90.5% | $7,956-90.1% | $6,407-87.7% |
| Admin fee / account holder | $92 | $11,312-99.2% | $11,381-99.2% | $12,270-99.2% |