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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 | $274 | $72,071-99.6% | $68,368-99.6% | $137,256-99.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 26.00% | 353.14%-327.1pp | 292.57%-266.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $183 | $4,410-95.8% | $4,123-95.6% | $6,407-97.1% |
| Admin fee / account holder | $34 | $5,336-99.4% | $5,150-99.3% | $12,270-99.7% |