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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 | $3,319 | $93,346-96.4% | $71,796-95.4% | $273,972-98.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.45% | 130.39%-119.9pp | 78.04%-67.6pp | 41.46%-31.0pp |
| Employer contribution / active EE | $841 | $2,733-69.2% | $1,924-56.3% | $4,869-82.7% |
| Participant deferral / active EE | $382 | $3,475-89.0% | $2,794-86.3% | $5,287-92.8% |
| Admin fee / account holder | $21 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |