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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 | $162,136-95.4% | $152,301-95.1% | $154,746-95.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 74.11% | 91.02%-16.9pp | 80.50%-6.4pp | 172.34%-98.2pp |
| Employer contribution / active EE | $1,492 | $4,890-69.5% | $4,624-67.7% | $4,379-65.9% |
| Participant deferral / active EE | $2,413 | $8,341-71.1% | $8,004-69.9% | $6,730-64.2% |
| Admin fee / account holder | $21 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |