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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 | $1,400 | $88,815-98.4% | $81,882-98.3% | $145,897-99.0% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 13.01% | 1033.75%-1020.7pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $546 | $4,647-88.2% | $4,323-87.4% | $6,689-91.8% |
| Admin fee / account holder | $205 | $8,434-97.6% | $7,360-97.2% | $13,390-98.5% |