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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 | $11,882 | $160,059-92.6% | $140,019-91.5% | $135,380-91.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.15% | 911.48%-903.3pp | 651.17%-643.0pp | 519.81%-511.7pp |
| Employer contribution / active EE | $1,907 | $6,420-70.3% | $5,605-66.0% | $4,779-60.1% |
| Participant deferral / active EE | $2,084 | $7,641-72.7% | $6,927-69.9% | $5,609-62.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |