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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 | $4,772 | $115,903-95.9% | $100,528-95.3% | $158,966-97.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.65% | 34.80%-13.2pp | 30.90%-9.2pp | 302.95%-281.3pp |
| Employer contribution / active EE | $740 | $4,105-82.0% | $3,419-78.3% | $4,762-84.5% |
| Participant deferral / active EE | $970 | $6,677-85.5% | $6,271-84.5% | $5,983-83.8% |
| Admin fee / account holder | $49 | $11,000-99.6% | $8,084-99.4% | $11,250-99.6% |