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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 | $6,067 | $176,120-96.6% | $159,487-96.2% | $167,553-96.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.92% | 331.95%-305.0pp | 263.71%-236.8pp | 478.89%-452.0pp |
| Employer contribution / active EE | $1,937 | $5,299-63.4% | $4,831-59.9% | $4,840-60.0% |
| Participant deferral / active EE | $2,074 | $7,752-73.2% | $7,354-71.8% | $6,343-67.3% |
| Admin fee / account holder | $37 | $12,561-99.7% | $10,804-99.7% | $12,316-99.7% |