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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 | $2,775 | $106,749-97.4% | $145,433-98.1% | $82,448-96.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 34.89% | 27.59%+7.3pp | 66.58%-31.7pp | 41.64%-6.8pp |
| Employer contribution / active EE | $776 | $3,444-77.5% | $4,554-83.0% | $2,551-69.6% |
| Participant deferral / active EE | $898 | $6,519-86.2% | $7,897-88.6% | $4,139-78.3% |
| Admin fee / account holder | $7 | $8,390-99.9% | $13,129-99.9% | $7,234-99.9% |