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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 | $8,666 | $156,398-94.5% | $147,318-94.1% | $138,895-93.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.48% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,316 | $4,853-72.9% | $4,593-71.4% | $4,194-68.6% |
| Participant deferral / active EE | $1,615 | $8,237-80.4% | $7,906-79.6% | $6,396-74.8% |
| Admin fee / account holder | $26 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |