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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 | $172,111-99.4% | $150,298-99.3% | $137,256-99.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 27.38% | 69.37%-42.0pp | 62.79%-35.4pp | 220.34%-193.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $695 | $6,166-88.7% | $5,453-87.3% | $6,407-89.2% |
| Admin fee / account holder | $211 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |