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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 | $1,287 | $76,407-98.3% | $150,298-99.1% | $82,448-98.4% |
| Participation rate | 82.1% | 66.4%+15.7pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 20.50% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $220 | $3,214-93.1% | $5,453-96.0% | $4,139-94.7% |
| Admin fee / account holder | $70 | $6,352-98.9% | $14,116-99.5% | $7,234-99.0% |