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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 | $155,555-95.7% | $146,866-95.5% | $155,188-95.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.04% | 115.41%-97.4pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,169 | $4,647-74.8% | $4,425-73.6% | $4,248-72.5% |
| Participant deferral / active EE | $1,471 | $8,044-81.7% | $7,759-81.0% | $6,531-77.5% |
| Admin fee / account holder | $16 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |