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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 | $4,205 | $106,247-96.0% | $96,515-95.6% | $139,466-97.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.37% | 38.47%-20.1pp | 35.73%-17.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $955 | $4,106-76.7% | $3,740-74.5% | $4,754-79.9% |
| Participant deferral / active EE | $1,320 | $5,456-75.8% | $4,880-72.9% | $6,712-80.3% |
| Admin fee / account holder | $198 | $7,885-97.5% | $6,735-97.1% | $11,409-98.3% |