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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 | $4,475 | $162,136-97.2% | $152,301-97.1% | $154,746-97.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.30% | 91.02%-66.7pp | 80.50%-56.2pp | 172.34%-148.0pp |
| Employer contribution / active EE | $1,525 | $4,890-68.8% | $4,624-67.0% | $4,379-65.2% |
| Participant deferral / active EE | $1,523 | $8,341-81.7% | $8,004-81.0% | $6,730-77.4% |
| Admin fee / account holder | $16 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |