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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 | $4,319 | $157,276-97.3% | $141,177-96.9% | $152,885-97.2% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.5%-11.9pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,054 | $5,262-80.0% | $4,736-77.8% | $4,763-77.9% |
| Participant deferral / active EE | $2,000 | $7,110-71.9% | $6,710-70.2% | $5,851-65.8% |
| Admin fee / account holder | $24 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |