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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 | $3,897 | $106,588-96.3% | $94,215-95.9% | $155,188-97.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.79% | 29.39%-10.6pp | 28.22%-9.4pp | 148.84%-130.0pp |
| Employer contribution / active EE | $829 | $3,080-73.1% | $2,675-69.0% | $4,248-80.5% |
| Participant deferral / active EE | $971 | $4,802-79.8% | $4,276-77.3% | $6,531-85.1% |
| Admin fee / account holder | $29 | $12,281-99.8% | $10,216-99.7% | $14,480-99.8% |