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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 | $106 | $57,541-99.8% | $95,740-99.9% | $75,173-99.9% |
| Participation rate | 93.5% | 62.5%+31.0pp | 72.3%+21.3pp | 67.2%+26.3pp |
| Annual return | 20.84% | 34.93%-14.1pp | 28.41%-7.6pp | 160.72%-139.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $124 | $3,074-96.0% | $4,244-97.1% | $4,126-97.0% |
| Admin fee / account holder | $65 | $4,099-98.4% | $5,676-98.9% | $5,651-98.8% |