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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 | $2,708 | $181,062-98.5% | $158,223-98.3% | $155,188-98.3% |
| Participation rate | 84.6% | 82.7%+2.0pp | 79.2%+5.4pp | 80.8%+3.8pp |
| Annual return | 19.47% | 57.39%-37.9pp | 52.09%-32.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,589 | $6,134-74.1% | $5,467-70.9% | $6,531-75.7% |
| Admin fee / account holder | $48 | $18,825-99.7% | $16,047-99.7% | $14,480-99.7% |