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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 | $5,064 | $165,361-96.9% | $149,715-96.6% | $158,950-96.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.22% | 348.24%-328.0pp | 276.66%-256.4pp | 302.91%-282.7pp |
| Employer contribution / active EE | $1,144 | $5,103-77.6% | $4,645-75.4% | $4,762-76.0% |
| Participant deferral / active EE | $1,187 | $7,182-83.5% | $6,842-82.7% | $5,983-80.2% |
| Admin fee / account holder | $10 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |