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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 | $1,560 | $99,053-98.4% | $88,179-98.2% | $138,895-98.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.81% | 78.17%-55.4pp | 64.97%-42.2pp | 145.39%-122.6pp |
| Employer contribution / active EE | $369 | $2,882-87.2% | $2,549-85.5% | $4,194-91.2% |
| Participant deferral / active EE | $581 | $5,225-88.9% | $4,614-87.4% | $6,396-90.9% |
| Admin fee / account holder | $38 | $8,748-99.6% | $7,673-99.5% | $12,562-99.7% |