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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 | $6,663 | $156,398-95.7% | $147,318-95.5% | $138,895-95.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.04% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,169 | $4,853-75.9% | $4,593-74.6% | $4,194-72.1% |
| Participant deferral / active EE | $1,471 | $8,237-82.1% | $7,906-81.4% | $6,396-77.0% |
| Admin fee / account holder | $16 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |