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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 | $11,873 | $165,399-92.8% | $149,745-92.1% | $158,982-92.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.65% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,333 | $5,105-73.9% | $4,646-71.3% | $4,763-72.0% |
| Participant deferral / active EE | $1,575 | $7,183-78.1% | $6,843-77.0% | $5,983-73.7% |
| Admin fee / account holder | $107 | $10,811-99.0% | $9,312-98.9% | $11,252-99.1% |