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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 | $6,912 | $124,980-94.5% | $108,359-93.6% | $154,746-95.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.31% | 45.00%-33.7pp | 36.89%-25.6pp | 172.34%-161.0pp |
| Employer contribution / active EE | $682 | $2,851-76.1% | $2,399-71.6% | $4,379-84.4% |
| Participant deferral / active EE | $1,246 | $4,743-73.7% | $4,137-69.9% | $6,730-81.5% |
| Admin fee / account holder | $30 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |