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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 | $2,981 | $122,962-97.6% | $71,585-95.8% | $138,895-97.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 6.68% | 37.84%-31.2pp | 59.26%-52.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $243 | $2,620-90.7% | $1,669-85.4% | $4,194-94.2% |
| Participant deferral / active EE | $446 | $4,311-89.7% | $2,923-84.7% | $6,396-93.0% |
| Admin fee / account holder | $18 | $6,488-99.7% | $4,712-99.6% | $12,562-99.9% |