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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 | $97,125-97.5% | $86,233-97.2% | $137,256-98.3% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 25.13% | 74.19%-49.1pp | 61.39%-36.3pp | 220.34%-195.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $584 | $5,180-88.7% | $4,559-87.2% | $6,407-90.9% |
| Admin fee / account holder | $94 | $9,725-99.0% | $8,342-98.9% | $12,270-99.2% |