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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 | $2,346 | $116,167-98.0% | $64,489-96.4% | $137,256-98.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 23.49% | 36.55%-13.1pp | 55.03%-31.5pp | 220.34%-196.9pp |
| Employer contribution / active EE | $204 | $2,483-91.8% | $1,523-86.6% | $4,156-95.1% |
| Participant deferral / active EE | $255 | $4,215-94.0% | $2,778-90.8% | $6,407-96.0% |
| Admin fee / account holder | $214 | $6,188-96.5% | $4,260-95.0% | $12,270-98.3% |