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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 | $7,372 | $157,296-95.3% | $141,191-94.8% | $152,897-95.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.29% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $993 | $5,262-81.1% | $4,736-79.0% | $4,764-79.1% |
| Participant deferral / active EE | $1,788 | $7,111-74.9% | $6,710-73.3% | $5,851-69.4% |
| Admin fee / account holder | $139 | $12,125-98.9% | $10,264-98.6% | $11,599-98.8% |