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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 | $1,013 | $111,814-99.1% | $103,378-99.0% | $145,978-99.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 67.50% | 24.80%+42.7pp | 24.91%+42.6pp | 550.52%-483.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $828 | $5,618-85.3% | $5,058-83.6% | $6,690-87.6% |
| Admin fee / account holder | $104 | $9,764-98.9% | $8,401-98.8% | $13,400-99.2% |