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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 | $5,389 | $126,113-95.7% | $116,096-95.4% | $155,188-96.5% |
| Participation rate | 71.4% | 75.1%-3.7pp | 73.3%-1.9pp | 80.8%-9.4pp |
| Annual return | 18.73% | 391.72%-373.0pp | 326.25%-307.5pp | 148.84%-130.1pp |
| Employer contribution / active EE | $50 | $2,672-98.1% | $2,503-98.0% | $4,248-98.8% |
| Participant deferral / active EE | $60 | $4,162-98.6% | $3,952-98.5% | $6,531-99.1% |
| Admin fee / account holder | $13 | $8,045-99.8% | $7,704-99.8% | $14,480-99.9% |