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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 | $3,380 | $155,555-97.8% | $146,866-97.7% | $155,188-97.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.45% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,198 | $4,647-74.2% | $4,425-72.9% | $4,248-71.8% |
| Participant deferral / active EE | $1,244 | $8,044-84.5% | $7,759-84.0% | $6,531-80.9% |
| Admin fee / account holder | $281 | $14,755-98.1% | $13,620-97.9% | $14,480-98.1% |