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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 | $8,764 | $154,228-94.3% | $145,433-94.0% | $137,256-93.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.33% | 74.59%-58.3pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,655 | $8,216-79.9% | $7,897-79.0% | $6,407-74.2% |
| Admin fee / account holder | $228 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |