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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 | $2,525 | $107,809-97.7% | $97,032-97.4% | $155,188-98.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 22.41% | 38.06%-15.7pp | 35.38%-13.0pp | 148.84%-126.4pp |
| Employer contribution / active EE | $201 | $2,911-93.1% | $2,629-92.4% | $4,248-95.3% |
| Participant deferral / active EE | $322 | $5,129-93.7% | $4,672-93.1% | $6,531-95.1% |
| Admin fee / account holder | $28 | $10,717-99.7% | $9,418-99.7% | $14,480-99.8% |