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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 | $816 | $110,039-99.3% | $97,260-99.2% | $145,884-99.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 12.23% | 244.44%-232.2pp | 75.54%-63.3pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $234 | $4,674-95.0% | $4,262-94.5% | $6,690-96.5% |
| Admin fee / account holder | $112 | $6,204-98.2% | $5,640-98.0% | $13,392-99.2% |