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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 | $1,269 | $174,379-99.3% | $152,093-99.2% | $138,895-99.1% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 18.24% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $158 | $6,159-97.4% | $5,451-97.1% | $6,396-97.5% |
| Admin fee / account holder | $117 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |