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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 | $415 | $172,758-99.8% | $149,600-99.7% | $138,895-99.7% |
| Participation rate | 73.3% | 80.2%-6.9pp | 77.2%-3.8pp | 79.9%-6.6pp |
| Annual return | 17.68% | 181.17%-163.5pp | 129.59%-111.9pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $273 | $8,180-96.7% | $7,203-96.2% | $6,396-95.7% |
| Admin fee / account holder | $212 | $17,615-98.8% | $13,963-98.5% | $12,562-98.3% |