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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 | $5,227 | $227,399-97.7% | $189,758-97.2% | $198,609-97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.72% | 61.03%-50.3pp | 52.62%-41.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $272 | $6,837-96.0% | $5,856-95.4% | $6,977-96.1% |
| Admin fee / account holder | $46 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |