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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 | $5,200 | $103,008-95.0% | $90,304-94.2% | $152,897-96.6% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 23.93% | 95.22%-71.3pp | 78.13%-54.2pp | 345.43%-321.5pp |
| Employer contribution / active EE | $182 | $3,139-94.2% | $2,855-93.6% | $4,764-96.2% |
| Participant deferral / active EE | $303 | $4,281-92.9% | $3,885-92.2% | $5,851-94.8% |
| Admin fee / account holder | $44 | $6,175-99.3% | $5,354-99.2% | $11,599-99.6% |