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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 | $5,569 | $108,882-94.9% | $96,754-94.2% | $154,746-96.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 20.80% | 98.39%-77.6pp | 82.04%-61.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $359 | $3,018-88.1% | $2,679-86.6% | $4,379-91.8% |
| Participant deferral / active EE | $494 | $5,323-90.7% | $4,758-89.6% | $6,730-92.7% |
| Admin fee / account holder | $25 | $10,200-99.8% | $8,905-99.7% | $14,365-99.8% |