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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 | $9,943 | $113,338-91.2% | $94,993-89.5% | $147,586-93.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.00% | 20.80%+0.2pp | 27.14%-6.1pp | 578.59%-557.6pp |
| Employer contribution / active EE | $272 | $3,160-91.4% | $2,603-89.6% | $4,876-94.4% |
| Participant deferral / active EE | $272 | $3,777-92.8% | $3,317-91.8% | $5,439-95.0% |
| Admin fee / account holder | $22 | $6,063-99.6% | $4,960-99.6% | $10,886-99.8% |