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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 | $8,651 | $65,696-86.8% | $56,429-84.7% | $147,586-94.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 23.58% | 13.32%+10.3pp | 19.04%+4.5pp | 578.59%-555.0pp |
| Employer contribution / active EE | $2,472 | $4,121-40.0% | $3,405-27.4% | $4,876-49.3% |
| Participant deferral / active EE | $1,195 | $4,876-75.5% | $3,951-69.8% | $5,439-78.0% |
| Admin fee / account holder | $74 | $5,947-98.8% | $4,466-98.4% | $10,886-99.3% |