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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 | $12,071 | $148,582-91.9% | $135,942-91.1% | $139,456-91.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 76.46% | 79.26%-2.8pp | 68.28%+8.2pp | 373.45%-297.0pp |
| Employer contribution / active EE | $1,449 | $5,245-72.4% | $4,858-70.2% | $4,753-69.5% |
| Participant deferral / active EE | $1,859 | $8,101-77.0% | $7,759-76.0% | $6,711-72.3% |
| Admin fee / account holder | $252 | $12,402-98.0% | $10,764-97.7% | $11,407-97.8% |