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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 | $1,382 | $100,125-98.6% | $81,482-98.3% | $145,978-99.1% |
| Participation rate | 76.5% | 74.2%+2.3pp | 69.5%+7.0pp | 80.3%-3.8pp |
| Annual return | 13.74% | 34.44%-20.7pp | 24.79%-11.0pp | 550.52%-536.8pp |
| Employer contribution / active EE | $424 | $2,977-85.8% | $2,463-82.8% | $4,662-90.9% |
| Participant deferral / active EE | $618 | $4,609-86.6% | $3,885-84.1% | $6,690-90.8% |
| Admin fee / account holder | $220 | $8,198-97.3% | $5,761-96.2% | $13,400-98.4% |