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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 | $4,735 | $157,296-97.0% | $141,191-96.6% | $152,897-96.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.76% | 64.34%-36.6pp | 71.41%-43.6pp | 345.43%-317.7pp |
| Employer contribution / active EE | $1,104 | $5,262-79.0% | $4,736-76.7% | $4,764-76.8% |
| Participant deferral / active EE | $1,527 | $7,111-78.5% | $6,710-77.2% | $5,851-73.9% |
| Admin fee / account holder | $269 | $12,125-97.8% | $10,264-97.4% | $11,599-97.7% |