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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 | $6,742 | $124,980-94.6% | $108,359-93.8% | $154,746-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.63% | 45.00%-23.4pp | 36.89%-15.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $994 | $2,851-65.1% | $2,399-58.6% | $4,379-77.3% |
| Participant deferral / active EE | $544 | $4,743-88.5% | $4,137-86.9% | $6,730-91.9% |
| Admin fee / account holder | $12 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |