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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 | $3,611 | $100,970-96.4% | $96,576-96.3% | $137,256-97.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.73% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $196 | $3,809-94.8% | $3,553-94.5% | $4,156-95.3% |
| Participant deferral / active EE | $261 | $8,286-96.9% | $7,956-96.7% | $6,407-95.9% |
| Admin fee / account holder | $15 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |