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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 | $698 | $87,166-99.2% | $76,735-99.1% | $137,256-99.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 40.16% | 26.50%+13.7pp | 29.77%+10.4pp | 220.34%-180.2pp |
| Employer contribution / active EE | $688 | $2,904-76.3% | $2,454-72.0% | $4,156-83.5% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |