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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 | $2,847 | $100,073-97.2% | $85,126-96.7% | $145,877-98.0% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 13.49% | 84.11%-70.6pp | 66.63%-53.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $611 | $3,236-81.1% | $2,731-77.6% | $4,663-86.9% |
| Participant deferral / active EE | $668 | $5,294-87.4% | $4,523-85.2% | $6,691-90.0% |
| Admin fee / account holder | $37 | $7,261-99.5% | $6,160-99.4% | $13,402-99.7% |