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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 | $2,593 | $123,155-97.9% | $108,753-97.6% | $155,188-98.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 24.98% | 44.73%-19.8pp | 37.47%-12.5pp | 148.84%-123.9pp |
| Employer contribution / active EE | $446 | $2,811-84.2% | $2,427-81.6% | $4,248-89.5% |
| Participant deferral / active EE | $509 | $4,623-89.0% | $4,115-87.6% | $6,531-92.2% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |