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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 | $612 | $97,125-99.4% | $86,233-99.3% | $137,256-99.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.35% | 74.19%-54.8pp | 61.39%-42.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $202 | $5,180-96.1% | $4,559-95.6% | $6,407-96.8% |
| Admin fee / account holder | $77 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |