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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 | $154,754-99.7% | $124,206-99.6% | $138,895-99.6% |
| Participation rate | 93.3% | 75.5%+17.9pp | 69.6%+23.8pp | 79.9%+13.4pp |
| Annual return | 27.68% | 709.28%-681.6pp | 515.27%-487.6pp | 145.39%-117.7pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $218 | $4,621-95.3% | $3,968-94.5% | $6,396-96.6% |
| Admin fee / account holder | $26 | $6,690-99.6% | $5,929-99.6% | $12,562-99.8% |