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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 | $7,527 | $154,228-95.1% | $145,433-94.8% | $137,256-94.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 74.11% | 74.59%-0.5pp | 66.58%+7.5pp | 220.34%-146.2pp |
| Employer contribution / active EE | $1,492 | $4,804-68.9% | $4,554-67.2% | $4,156-64.1% |
| Participant deferral / active EE | $2,413 | $8,216-70.6% | $7,897-69.5% | $6,407-62.3% |
| Admin fee / account holder | $21 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |