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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 | $3,274 | $174,379-98.1% | $152,093-97.8% | $138,895-97.6% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,120 | $4,652-75.9% | $4,175-73.2% | $4,194-73.3% |
| Participant deferral / active EE | $1,153 | $6,159-81.3% | $5,451-78.9% | $6,396-82.0% |
| Admin fee / account holder | $48 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |