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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 | $10,541 | $147,556-92.9% | $129,031-91.8% | $198,609-94.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.96% | 37.41%-19.4pp | 34.67%-16.7pp | 202.70%-184.7pp |
| Employer contribution / active EE | $1,251 | $3,645-65.7% | $3,226-61.2% | $5,055-75.3% |
| Participant deferral / active EE | $1,251 | $5,760-78.3% | $5,217-76.0% | $6,977-82.1% |
| Admin fee / account holder | $29 | $15,467-99.8% | $13,208-99.8% | $19,030-99.8% |