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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 | $3,703 | $114,013-96.8% | $103,693-96.4% | $155,188-97.6% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.7pp | 80.8%+11.5pp |
| Annual return | 15.00% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.8pp |
| Employer contribution / active EE | $240 | $3,131-92.3% | $2,920-91.8% | $4,248-94.4% |
| Participant deferral / active EE | $381 | $4,970-92.3% | $4,579-91.7% | $6,531-94.2% |
| Admin fee / account holder | $138 | $8,407-98.4% | $7,858-98.2% | $14,480-99.0% |