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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 | $6,514 | $124,980-94.8% | $108,359-94.0% | $154,746-95.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.63% | 45.00%-26.4pp | 36.89%-18.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $625 | $2,851-78.1% | $2,399-74.0% | $4,379-85.7% |
| Participant deferral / active EE | $625 | $4,743-86.8% | $4,137-84.9% | $6,730-90.7% |
| Admin fee / account holder | $42 | $11,502-99.6% | $9,741-99.6% | $14,365-99.7% |