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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 | $7,927 | $100,970-92.1% | $96,576-91.8% | $137,256-94.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.83% | 38.16%-15.3pp | 38.47%-15.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $456 | $3,809-88.0% | $3,553-87.2% | $4,156-89.0% |
| Participant deferral / active EE | $1,921 | $8,286-76.8% | $7,956-75.9% | $6,407-70.0% |
| Admin fee / account holder | $25 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |