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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 | $2,009 | $114,013-98.2% | $103,693-98.1% | $155,188-98.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 22.46% | 49.31%-26.8pp | 47.61%-25.1pp | 148.84%-126.4pp |
| Employer contribution / active EE | $280 | $3,131-91.1% | $2,920-90.4% | $4,248-93.4% |
| Participant deferral / active EE | $280 | $4,970-94.4% | $4,579-93.9% | $6,531-95.7% |
| Admin fee / account holder | $18 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |