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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 | $2,514 | $105,929-97.6% | $81,716-96.9% | $158,966-98.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.0%+18.0pp | 82.0%+8.0pp |
| Annual return | 20.00% | 38.19%-18.2pp | 29.49%-9.5pp | 302.95%-283.0pp |
| Employer contribution / active EE | $372 | $7,802-95.2% | $4,310-91.4% | $4,762-92.2% |
| Participant deferral / active EE | $617 | $13,007-95.3% | $7,108-91.3% | $5,983-89.7% |
| Admin fee / account holder | $159 | $8,492-98.1% | $5,159-96.9% | $11,250-98.6% |