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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 | $11,702 | $165,361-92.9% | $149,715-92.2% | $158,950-92.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.14% | 348.24%-328.1pp | 276.66%-256.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $1,189 | $5,103-76.7% | $4,645-74.4% | $4,762-75.0% |
| Participant deferral / active EE | $1,873 | $7,182-73.9% | $6,842-72.6% | $5,983-68.7% |
| Admin fee / account holder | $56 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |