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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 | $659 | $63,354-99.0% | $94,105-99.3% | $82,637-99.2% |
| Participation rate | 86.2% | 63.8%+22.4pp | 71.9%+14.3pp | 68.1%+18.2pp |
| Annual return | 14.67% | 34.36%-19.7pp | 204.55%-189.9pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $158 | $2,873-94.5% | $3,881-95.9% | $4,126-96.2% |
| Admin fee / account holder | $48 | $5,073-99.0% | $6,199-99.2% | $7,339-99.3% |