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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 | $8,560 | $115,903-92.6% | $100,528-91.5% | $158,966-94.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.12% | 34.80%-8.7pp | 30.90%-4.8pp | 302.95%-276.8pp |
| Employer contribution / active EE | $1,328 | $4,105-67.6% | $3,419-61.1% | $4,762-72.1% |
| Participant deferral / active EE | $1,501 | $6,677-77.5% | $6,271-76.1% | $5,983-74.9% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |