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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 | $1,552 | $125,778-98.8% | $114,563-98.6% | $154,746-99.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 25.09% | 295.14%-270.1pp | 241.09%-216.0pp | 172.34%-147.3pp |
| Employer contribution / active EE | $585 | $2,806-79.2% | $2,592-77.4% | $4,379-86.6% |
| Participant deferral / active EE | $637 | $4,445-85.7% | $4,142-84.6% | $6,730-90.5% |
| Admin fee / account holder | $22 | $8,190-99.7% | $7,623-99.7% | $14,365-99.8% |