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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 | $7,264 | $112,729-93.6% | $98,716-92.6% | $137,256-94.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.03% | 38.48%-20.5pp | 31.81%-13.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $335 | $4,640-92.8% | $4,048-91.7% | $6,407-94.8% |
| Admin fee / account holder | $287 | $10,129-97.2% | $8,703-96.7% | $12,270-97.7% |