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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 | $5,486 | $107,733-94.9% | $92,985-94.1% | $154,746-96.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 19.49% | 30.39%-10.9pp | 27.99%-8.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $718 | $3,126-77.0% | $2,662-73.0% | $4,379-83.6% |
| Participant deferral / active EE | $980 | $5,053-80.6% | $4,377-77.6% | $6,730-85.4% |
| Admin fee / account holder | $9 | $11,369-99.9% | $9,463-99.9% | $14,365-99.9% |