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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 | $4,060 | $106,247-96.2% | $96,515-95.8% | $139,466-97.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 20.97% | 38.47%-17.5pp | 35.73%-14.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,175 | $5,456-78.5% | $4,880-75.9% | $6,712-82.5% |
| Admin fee / account holder | $48 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |