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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 | $1,575 | $105,856-98.5% | $90,161-98.3% | $147,586-98.9% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 41.64% | 37.63%+4.0pp | 34.89%+6.8pp | 578.59%-537.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,053 | $5,733-81.6% | $5,287-80.1% | $5,439-80.6% |
| Admin fee / account holder | $4 | $8,046-99.9% | $5,943-99.9% | $10,886-100.0% |