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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 | $392 | $85,024-99.5% | $70,544-99.4% | $139,466-99.7% |
| Participation rate | 85.0% | 73.9%+11.1pp | 68.4%+16.6pp | 80.3%+4.7pp |
| Annual return | 38.14% | 30.39%+7.7pp | 32.79%+5.3pp | 373.66%-335.5pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $232 | $5,891-96.1% | $4,568-94.9% | $6,712-96.5% |
| Admin fee / account holder | $49 | $8,928-99.5% | $6,427-99.2% | $11,409-99.6% |