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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 | $1,868 | $106,267-98.2% | $96,520-98.1% | $139,456-98.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 27.41% | 38.45%-11.0pp | 35.72%-8.3pp | 373.45%-346.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $884 | $5,454-83.8% | $4,879-81.9% | $6,711-86.8% |
| Admin fee / account holder | $130 | $7,882-98.3% | $6,733-98.1% | $11,407-98.9% |