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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 | $2,349 | $114,013-97.9% | $103,693-97.7% | $155,188-98.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 36.00% | 49.31%-13.3pp | 47.61%-11.6pp | 148.84%-112.8pp |
| Employer contribution / active EE | $593 | $3,131-81.1% | $2,920-79.7% | $4,248-86.1% |
| Participant deferral / active EE | $906 | $4,970-81.8% | $4,579-80.2% | $6,531-86.1% |
| Admin fee / account holder | $10 | $8,407-99.9% | $7,858-99.9% | $14,480-99.9% |