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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 | $653 | $100,970-99.4% | $96,576-99.3% | $137,256-99.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.72% | 38.16%-19.4pp | 38.47%-19.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $317 | $8,286-96.2% | $7,956-96.0% | $6,407-95.1% |
| Admin fee / account holder | $14 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |