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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 | $6,354 | $77,449-91.8% | $69,483-90.9% | $152,909-95.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 74.6%+17.7pp | 82.5%+9.9pp |
| Annual return | 10.97% | 39.09%-28.1pp | 28.99%-18.0pp | 345.46%-334.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $670 | $4,415-84.8% | $3,537-81.1% | $5,851-88.6% |
| Admin fee / account holder | $162 | $6,210-97.4% | $3,841-95.8% | $11,601-98.6% |