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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 | $7,874 | $174,379-95.5% | $152,093-94.8% | $138,895-94.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 39.42% | 74.86%-35.4pp | 66.36%-26.9pp | 145.39%-106.0pp |
| Employer contribution / active EE | $901 | $4,652-80.6% | $4,175-78.4% | $4,194-78.5% |
| Participant deferral / active EE | $983 | $6,159-84.0% | $5,451-82.0% | $6,396-84.6% |
| Admin fee / account holder | $21 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |