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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 | $9,399 | $211,288-95.6% | $178,540-94.7% | $145,884-93.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.77% | 30.27%-18.5pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $732 | $4,574-84.0% | $3,953-81.5% | $4,662-84.3% |
| Participant deferral / active EE | $908 | $6,967-87.0% | $6,281-85.5% | $6,690-86.4% |
| Admin fee / account holder | $17 | $12,105-99.9% | $10,424-99.8% | $13,392-99.9% |