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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 | $12,082 | $100,805-88.0% | $86,698-86.1% | $134,532-91.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.56% | 29.09%-28.5pp | 35.95%-35.4pp | 418.27%-417.7pp |
| Employer contribution / active EE | $778 | $3,490-77.7% | $2,837-72.6% | $4,741-83.6% |
| Participant deferral / active EE | $1,655 | $5,339-69.0% | $4,656-64.5% | $6,401-74.1% |
| Admin fee / account holder | $46 | $10,925-99.6% | $7,493-99.4% | $11,429-99.6% |