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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 | $3,133 | $112,131-97.2% | $95,964-96.7% | $158,982-98.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.64% | 171.19%-141.5pp | 91.64%-62.0pp | 302.99%-273.3pp |
| Employer contribution / active EE | $750 | $3,199-76.6% | $2,541-70.5% | $4,763-84.3% |
| Participant deferral / active EE | $1,080 | $4,784-77.4% | $4,167-74.1% | $5,983-82.0% |
| Admin fee / account holder | $219 | $10,136-97.8% | $6,797-96.8% | $11,252-98.1% |