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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 | $7,010 | $148,623-95.3% | $135,974-94.8% | $139,466-95.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.77% | 79.30%-51.5pp | 68.30%-40.5pp | 373.66%-345.9pp |
| Employer contribution / active EE | $1,739 | $5,246-66.9% | $4,859-64.2% | $4,754-63.4% |
| Participant deferral / active EE | $1,955 | $8,103-75.9% | $7,760-74.8% | $6,712-70.9% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |