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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 | $1,064 | $70,366-98.5% | $66,674-98.4% | $138,895-99.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 27.90% | 386.41%-358.5pp | 321.24%-293.3pp | 145.39%-117.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $540 | $4,374-87.6% | $4,084-86.8% | $6,396-91.6% |
| Admin fee / account holder | $159 | $5,262-97.0% | $5,098-96.9% | $12,562-98.7% |