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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 | $4,049 | $106,247-96.2% | $96,515-95.8% | $139,466-97.1% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 47.66% | 38.47%+9.2pp | 35.73%+11.9pp | 373.66%-326.0pp |
| Employer contribution / active EE | $832 | $4,106-79.7% | $3,740-77.7% | $4,754-82.5% |
| Participant deferral / active EE | $1,209 | $5,456-77.8% | $4,880-75.2% | $6,712-82.0% |
| Admin fee / account holder | $10 | $7,885-99.9% | $6,735-99.8% | $11,409-99.9% |