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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 | $5,008 | $181,062-97.2% | $158,223-96.8% | $155,188-96.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.99% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,679 | $4,565-63.2% | $4,109-59.1% | $4,248-60.5% |
| Participant deferral / active EE | $1,679 | $6,134-72.6% | $5,467-69.3% | $6,531-74.3% |
| Admin fee / account holder | $33 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |