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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 | $2,579 | $108,882-97.6% | $96,754-97.3% | $154,746-98.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.38% | 98.39%-80.0pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $513 | $3,018-83.0% | $2,679-80.9% | $4,379-88.3% |
| Participant deferral / active EE | $383 | $5,323-92.8% | $4,758-92.0% | $6,730-94.3% |
| Admin fee / account holder | $40 | $10,200-99.6% | $8,905-99.5% | $14,365-99.7% |