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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 | $15,282 | $157,304-90.3% | $141,197-89.2% | $152,909-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.24% | 64.34%-39.1pp | 71.41%-46.2pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,610 | $5,263-69.4% | $4,736-66.0% | $4,764-66.2% |
| Participant deferral / active EE | $1,610 | $7,111-77.4% | $6,710-76.0% | $5,851-72.5% |
| Admin fee / account holder | $57 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |