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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 | $1,509 | $166,242-99.1% | $165,071-99.1% | $145,884-99.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 28.88% | 100.44%-71.6pp | 70.17%-41.3pp | 551.85%-523.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $944 | $6,964-86.4% | $6,035-84.4% | $6,690-85.9% |
| Admin fee / account holder | $163 | $16,658-99.0% | $12,695-98.7% | $13,392-98.8% |