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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 | $6,641 | $152,612-95.6% | $125,192-94.7% | $152,897-95.7% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 15.58% | 54.85%-39.3pp | 43.79%-28.2pp | 345.43%-329.9pp |
| Employer contribution / active EE | $1,699 | $4,947-65.6% | $3,866-56.0% | $4,764-64.3% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23 | $13,437-99.8% | $9,704-99.8% | $11,599-99.8% |