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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 | $75,807-99.1% | $116,096-99.4% | $86,983-99.2% |
| Participation rate | 86.2% | 66.9%+19.3pp | 73.3%+12.9pp | 69.5%+16.7pp |
| Annual return | 14.67% | 18.57%-3.9pp | 326.25%-311.6pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $158 | $3,212-95.1% | $3,952-96.0% | $4,194-96.2% |
| Admin fee / account holder | $48 | $6,659-99.3% | $7,704-99.4% | $7,856-99.4% |