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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 | $2,912 | $172,111-98.3% | $150,298-98.1% | $137,256-97.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.95% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $738 | $6,166-88.0% | $5,453-86.5% | $6,407-88.5% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |