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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 | $102,245-97.1% | $89,340-96.7% | $137,256-97.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.13% | 21.89%-4.8pp | 20.57%-3.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $191 | $2,529-92.5% | $2,231-91.5% | $4,156-95.4% |
| Participant deferral / active EE | $191 | $4,436-95.7% | $3,823-95.0% | $6,407-97.0% |
| Admin fee / account holder | $12 | $8,085-99.9% | $6,704-99.8% | $12,270-99.9% |