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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 | $439 | $211,224-99.8% | $178,505-99.8% | $145,897-99.7% |
| Participation rate | 81.3% | 80.8%+0.4pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 14.15% | 30.28%-16.1pp | 27.16%-13.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $199 | $6,966-97.1% | $6,280-96.8% | $6,689-97.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |