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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 | $1,311 | $107,809-98.8% | $97,032-98.6% | $155,188-99.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.01% | 38.06%-21.1pp | 35.38%-18.4pp | 148.84%-131.8pp |
| Employer contribution / active EE | $362 | $2,911-87.6% | $2,629-86.2% | $4,248-91.5% |
| Participant deferral / active EE | $362 | $5,129-92.9% | $4,672-92.3% | $6,531-94.5% |
| Admin fee / account holder | $39 | $10,717-99.6% | $9,418-99.6% | $14,480-99.7% |