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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 | $6,271 | $148,558-95.8% | $135,925-95.4% | $139,427-95.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.80% | 79.22%-47.4pp | 68.25%-36.5pp | 373.27%-341.5pp |
| Employer contribution / active EE | $1,900 | $5,244-63.8% | $4,857-60.9% | $4,752-60.0% |
| Participant deferral / active EE | $2,008 | $8,101-75.2% | $7,759-74.1% | $6,711-70.1% |
| Admin fee / account holder | $7 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |