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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 | $16,781 | $135,956-87.7% | $123,894-86.5% | $273,972-93.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.88% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,557 | $5,170-69.9% | $4,617-66.3% | $4,869-68.0% |
| Participant deferral / active EE | $1,557 | $6,343-75.5% | $5,984-74.0% | $5,287-70.6% |
| Admin fee / account holder | $35 | $9,817-99.6% | $8,357-99.6% | $10,133-99.7% |