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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 | $742 | $85,060-99.1% | $70,548-98.9% | $139,456-99.5% |
| Participation rate | 73.3% | 73.9%-0.6pp | 68.3%+5.0pp | 80.3%-7.0pp |
| Annual return | 20.29% | 30.38%-10.1pp | 32.78%-12.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $65 | $5,890-98.9% | $4,567-98.6% | $6,711-99.0% |
| Admin fee / account holder | $9 | $8,925-99.9% | $6,424-99.9% | $11,407-99.9% |