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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 | $1,076 | $102,609-99.0% | $98,090-98.9% | $138,895-99.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.45% | 36.44%-15.0pp | 37.05%-15.6pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $511 | $8,167-93.7% | $7,845-93.5% | $6,396-92.0% |
| Admin fee / account holder | $14 | $11,434-99.9% | $11,815-99.9% | $12,562-99.9% |