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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 | $3,348 | $102,609-96.7% | $98,090-96.6% | $138,895-97.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.19% | 36.44%-17.2pp | 37.05%-17.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $312 | $3,867-91.9% | $3,606-91.3% | $4,194-92.6% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $32 | $11,434-99.7% | $11,815-99.7% | $12,562-99.7% |