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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 | $87,166-95.5% | $76,735-94.9% | $137,256-97.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.79% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $829 | $2,904-71.5% | $2,454-66.2% | $4,156-80.1% |
| Participant deferral / active EE | $971 | $4,726-79.5% | $4,088-76.3% | $6,407-84.9% |
| Admin fee / account holder | $29 | $8,403-99.7% | $7,189-99.6% | $12,270-99.8% |