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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 | $2,770 | $97,125-97.1% | $86,233-96.8% | $137,256-98.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.89% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $476 | $2,841-83.2% | $2,504-81.0% | $4,156-88.5% |
| Participant deferral / active EE | $595 | $5,180-88.5% | $4,559-86.9% | $6,407-90.7% |
| Admin fee / account holder | $155 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |