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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 | $4,264 | $152,592-97.2% | $125,180-96.6% | $152,885-97.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 53.77% | 54.84%-1.1pp | 43.79%+10.0pp | 345.39%-291.6pp |
| Employer contribution / active EE | $1,243 | $4,947-74.9% | $3,866-67.9% | $4,763-73.9% |
| Participant deferral / active EE | $1,744 | $5,868-70.3% | $4,937-64.7% | $5,851-70.2% |
| Admin fee / account holder | $17 | $13,435-99.9% | $9,703-99.8% | $11,598-99.9% |