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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 | $4,411 | $183,592-97.6% | $155,574-97.2% | $145,877-97.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.21% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,161 | $5,317-78.2% | $4,676-75.2% | $4,663-75.1% |
| Participant deferral / active EE | $1,528 | $6,466-76.4% | $5,629-72.9% | $6,691-77.2% |
| Admin fee / account holder | $196 | $19,316-99.0% | $15,914-98.8% | $13,402-98.5% |