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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 | $159 | $93,598-99.8% | $135,974-99.9% | $75,173-99.8% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 38.32% | 30.89%+7.4pp | 68.30%-30.0pp | 160.72%-122.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $145 | $6,405-97.7% | $7,760-98.1% | $4,126-96.5% |
| Admin fee / account holder | $80 | $6,978-98.9% | $10,767-99.3% | $5,651-98.6% |