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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 | $1,912 | $100,139-98.1% | $85,187-97.8% | $145,884-98.7% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 9.69% | 84.15%-74.5pp | 66.67%-57.0pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $420 | $5,296-92.1% | $4,525-90.7% | $6,690-93.7% |
| Admin fee / account holder | $7 | $7,262-99.9% | $6,162-99.9% | $13,392-99.9% |