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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 | $2,392 | $108,922-97.8% | $100,398-97.6% | $145,978-98.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.00% | 58.04%-44.0pp | 49.32%-35.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $430 | $4,426-90.3% | $3,946-89.1% | $4,662-90.8% |
| Participant deferral / active EE | $435 | $8,450-94.9% | $8,084-94.6% | $6,690-93.5% |
| Admin fee / account holder | $3 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |