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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 | $3,008 | $103,038-97.1% | $90,324-96.7% | $152,909-98.0% |
| Participation rate | 77.3% | 75.9%+1.4pp | 73.3%+4.0pp | 82.5%-5.2pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,046 | $3,141-34.9% | $2,856-28.4% | $4,764-57.1% |
| Participant deferral / active EE | $278 | $4,282-93.5% | $3,885-92.9% | $5,851-95.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |