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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 | $107,809-97.4% | $97,032-97.1% | $155,188-98.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.89% | 38.06%-21.2pp | 35.38%-18.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $476 | $2,911-83.6% | $2,629-81.9% | $4,248-88.8% |
| Participant deferral / active EE | $595 | $5,129-88.4% | $4,672-87.3% | $6,531-90.9% |
| Admin fee / account holder | $155 | $10,717-98.6% | $9,418-98.4% | $14,480-98.9% |