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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 | $6,206 | $181,062-96.6% | $158,223-96.1% | $155,188-96.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.46% | 57.39%-37.9pp | 52.09%-32.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $928 | $4,565-79.7% | $4,109-77.4% | $4,248-78.2% |
| Participant deferral / active EE | $1,617 | $6,134-73.6% | $5,467-70.4% | $6,531-75.2% |
| Admin fee / account holder | $298 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |