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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 | $2,391 | $99,053-97.6% | $88,179-97.3% | $138,895-98.3% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.1%+7.8pp | 79.9%-3.0pp |
| Annual return | 25.13% | 78.17%-53.0pp | 64.97%-39.8pp | 145.39%-120.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $584 | $5,225-88.8% | $4,614-87.3% | $6,396-90.9% |
| Admin fee / account holder | $94 | $8,748-98.9% | $7,673-98.8% | $12,562-99.2% |