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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 | $492 | $149,040-99.7% | $120,225-99.6% | $137,256-99.6% |
| Participation rate | 93.3% | 75.4%+17.9pp | 69.6%+23.8pp | 80.0%+13.4pp |
| Annual return | 27.68% | 605.68%-578.0pp | 439.23%-411.5pp | 220.34%-192.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $218 | $4,655-95.3% | $3,999-94.5% | $6,407-96.6% |
| Admin fee / account holder | $26 | $6,348-99.6% | $5,696-99.5% | $12,270-99.8% |