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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 | $4,642 | $157,296-97.0% | $141,191-96.7% | $152,897-97.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.95% | 64.34%-33.4pp | 71.41%-40.5pp | 345.43%-314.5pp |
| Employer contribution / active EE | $1,326 | $5,262-74.8% | $4,736-72.0% | $4,764-72.2% |
| Participant deferral / active EE | $1,446 | $7,111-79.7% | $6,710-78.5% | $5,851-75.3% |
| Admin fee / account holder | $29 | $12,125-99.8% | $10,264-99.7% | $11,599-99.8% |