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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 | $1,874 | $100,073-98.1% | $85,126-97.8% | $145,877-98.7% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 16.00% | 84.11%-68.1pp | 66.63%-50.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $455 | $3,236-85.9% | $2,731-83.3% | $4,663-90.2% |
| Participant deferral / active EE | $573 | $5,294-89.2% | $4,523-87.3% | $6,691-91.4% |
| Admin fee / account holder | $18 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |