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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 | $6,668 | $157,276-95.8% | $141,177-95.3% | $152,885-95.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.12% | 64.33%-41.2pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $963 | $5,262-81.7% | $4,736-79.7% | $4,763-79.8% |
| Participant deferral / active EE | $1,586 | $7,110-77.7% | $6,710-76.4% | $5,851-72.9% |
| Admin fee / account holder | $29 | $12,123-99.8% | $10,263-99.7% | $11,598-99.7% |