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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 | $1,330 | $103,392-98.7% | $87,104-98.5% | $152,897-99.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 48.25% | 28.10%+20.2pp | 28.19%+20.1pp | 345.43%-297.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,278 | $4,778-73.3% | $4,048-68.4% | $5,851-78.2% |
| Admin fee / account holder | $190 | $12,194-98.4% | $7,491-97.5% | $11,599-98.4% |