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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 | $2,288 | $99,053-97.7% | $88,179-97.4% | $138,895-98.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 23.76% | 78.17%-54.4pp | 64.97%-41.2pp | 145.39%-121.6pp |
| Employer contribution / active EE | $679 | $2,882-76.4% | $2,549-73.4% | $4,194-83.8% |
| Participant deferral / active EE | $811 | $5,225-84.5% | $4,614-82.4% | $6,396-87.3% |
| Admin fee / account holder | $268 | $8,748-96.9% | $7,673-96.5% | $12,562-97.9% |