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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 | $792 | $100,262-99.2% | $81,370-99.0% | $145,897-99.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 11.34% | 34.52%-23.2pp | 24.85%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $291 | $4,612-93.7% | $3,885-92.5% | $6,689-95.6% |
| Admin fee / account holder | $141 | $8,163-98.3% | $5,749-97.6% | $13,390-99.0% |