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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 | $744 | $94,749-99.2% | $112,899-99.3% | $139,466-99.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 42.78% | 40.92%+1.9pp | 34.11%+8.7pp | 373.66%-330.9pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $724 | $6,517-88.9% | $6,516-88.9% | $6,712-89.2% |
| Admin fee / account holder | $74 | $8,530-99.1% | $7,047-99.0% | $11,409-99.4% |