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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 | $2,513 | $183,592-98.6% | $155,567-98.4% | $145,959-98.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.01% | 61.24%-40.2pp | 64.74%-43.7pp | 561.95%-540.9pp |
| Employer contribution / active EE | $1,199 | $5,315-77.4% | $4,674-74.4% | $4,661-74.3% |
| Participant deferral / active EE | $1,238 | $6,464-80.8% | $5,628-78.0% | $6,689-81.5% |
| Admin fee / account holder | $107 | $19,318-99.4% | $15,916-99.3% | $13,398-99.2% |