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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 | $99,053-98.7% | $88,179-98.5% | $138,895-99.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.01% | 78.17%-61.2pp | 64.97%-48.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $362 | $2,882-87.4% | $2,549-85.8% | $4,194-91.4% |
| Participant deferral / active EE | $362 | $5,225-93.1% | $4,614-92.2% | $6,396-94.3% |
| Admin fee / account holder | $39 | $8,748-99.6% | $7,673-99.5% | $12,562-99.7% |