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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 | $702 | $148,582-99.5% | $135,942-99.5% | $139,456-99.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.52% | 79.26%-55.7pp | 68.28%-44.8pp | 373.45%-349.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $708 | $8,101-91.3% | $7,759-90.9% | $6,711-89.4% |
| Admin fee / account holder | $4 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |