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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 | $149 | $154,365-99.9% | $130,231-99.9% | $139,456-99.9% |
| Participation rate | 78.6% | 79.9%-1.4pp | 76.3%+2.3pp | 80.3%-1.8pp |
| Annual return | 0.00% | 30.34%-30.3pp | 38.77%-38.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $180 | $8,498-97.9% | $6,799-97.4% | $6,711-97.3% |
| Admin fee / account holder | $19 | $9,214-99.8% | $6,020-99.7% | $11,407-99.8% |