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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 | $3,884 | $96,558-96.0% | $80,977-95.2% | $273,972-98.6% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 238.56% | 15.14%+223.4pp | 17.11%+221.5pp | 41.46%+197.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,336 | $6,598-79.7% | $5,696-76.5% | $5,287-74.7% |
| Admin fee / account holder | $63 | $7,493-99.2% | $5,517-98.9% | $10,133-99.4% |