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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 | $2,587 | $100,792-97.4% | $86,691-97.0% | $134,509-98.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $954 | $3,491-72.7% | $2,837-66.4% | $4,741-79.9% |
| Participant deferral / active EE | $1,097 | $5,339-79.5% | $4,656-76.4% | $6,400-82.9% |
| Admin fee / account holder | $1 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |