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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 | $6,538 | $152,619-95.7% | $125,195-94.8% | $152,909-95.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.34% | 54.85%-35.5pp | 43.79%-24.5pp | 345.46%-326.1pp |
| Employer contribution / active EE | $997 | $4,947-79.8% | $3,866-74.2% | $4,764-79.1% |
| Participant deferral / active EE | $1,595 | $5,869-72.8% | $4,937-67.7% | $5,851-72.7% |
| Admin fee / account holder | $24 | $13,437-99.8% | $9,704-99.8% | $11,601-99.8% |