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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 | $4,337 | $175,259-97.5% | $149,723-97.1% | $139,487-96.9% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.7pp |
| Annual return | 20.43% | 166.82%-146.4pp | 134.50%-114.1pp | 373.84%-353.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,723 | $6,522-73.6% | $5,682-69.7% | $6,713-74.3% |
| Admin fee / account holder | $105 | $16,158-99.4% | $13,215-99.2% | $11,407-99.1% |