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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 | $14,405 | $165,399-91.3% | $149,745-90.4% | $158,982-90.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.46% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.5pp |
| Employer contribution / active EE | $1,541 | $5,105-69.8% | $4,646-66.8% | $4,763-67.6% |
| Participant deferral / active EE | $2,298 | $7,183-68.0% | $6,843-66.4% | $5,983-61.6% |
| Admin fee / account holder | $174 | $10,811-98.4% | $9,312-98.1% | $11,252-98.5% |