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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 | $6,634 | $77,449-91.4% | $69,483-90.5% | $152,909-95.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 20.75% | 39.09%-18.3pp | 28.99%-8.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $660 | $4,415-85.1% | $3,537-81.3% | $5,851-88.7% |
| Admin fee / account holder | $10 | $6,210-99.8% | $3,841-99.7% | $11,601-99.9% |