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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 | $1,055 | $185,312-99.4% | $161,489-99.3% | $154,746-99.3% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 27.38% | 103.84%-76.5pp | 89.72%-62.3pp | 172.34%-145.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $695 | $6,350-89.1% | $5,630-87.7% | $6,730-89.7% |
| Admin fee / account holder | $211 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |