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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 | $21,944 | $165,399-86.7% | $149,745-85.3% | $158,982-86.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.49% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,036 | $5,105-79.7% | $4,646-77.7% | $4,763-78.2% |
| Participant deferral / active EE | $1,790 | $7,183-75.1% | $6,843-73.8% | $5,983-70.1% |
| Admin fee / account holder | $154 | $10,811-98.6% | $9,312-98.3% | $11,252-98.6% |