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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 | $2,929 | $103,164-97.2% | $90,259-96.8% | $154,746-98.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 17.13% | 19.25%-2.1pp | 18.88%-1.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $191 | $2,532-92.5% | $2,291-91.7% | $4,379-95.6% |
| Participant deferral / active EE | $191 | $4,422-95.7% | $3,827-95.0% | $6,730-97.2% |
| Admin fee / account holder | $12 | $8,593-99.9% | $7,267-99.8% | $14,365-99.9% |