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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 | $6,782 | $165,381-95.9% | $149,730-95.5% | $158,966-95.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.76% | 348.29%-313.5pp | 276.70%-241.9pp | 302.95%-268.2pp |
| Employer contribution / active EE | $1,201 | $5,104-76.5% | $4,645-74.2% | $4,762-74.8% |
| Participant deferral / active EE | $2,241 | $7,182-68.8% | $6,843-67.2% | $5,983-62.5% |
| Admin fee / account holder | $41 | $10,809-99.6% | $9,310-99.6% | $11,250-99.6% |