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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 | $10,832 | $157,304-93.1% | $141,197-92.3% | $152,909-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.32% | 64.34%-34.0pp | 71.41%-41.1pp | 345.46%-315.1pp |
| Employer contribution / active EE | $2,530 | $5,263-51.9% | $4,736-46.6% | $4,764-46.9% |
| Participant deferral / active EE | $1,978 | $7,111-72.2% | $6,710-70.5% | $5,851-66.2% |
| Admin fee / account holder | $38 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |