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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 | $406 | $100,139-99.6% | $85,187-99.5% | $145,884-99.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 8.73% | 84.15%-75.4pp | 66.67%-57.9pp | 551.85%-543.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $195 | $5,296-96.3% | $4,525-95.7% | $6,690-97.1% |
| Admin fee / account holder | $248 | $7,262-96.6% | $6,162-96.0% | $13,392-98.1% |