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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 | $2,260 | $109,908-97.9% | $97,161-97.7% | $145,978-98.5% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 20.64% | 243.80%-223.2pp | 75.36%-54.7pp | 550.52%-529.9pp |
| Employer contribution / active EE | $533 | $3,077-82.7% | $2,723-80.4% | $4,662-88.6% |
| Participant deferral / active EE | $669 | $4,679-85.7% | $4,265-84.3% | $6,690-90.0% |
| Admin fee / account holder | $8 | $6,213-99.9% | $5,647-99.9% | $13,400-99.9% |