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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 | $7,280 | $232,540-96.9% | $185,117-96.1% | $147,586-95.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.74% | 43.03%-28.3pp | 40.50%-25.8pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,306 | $5,195-74.9% | $4,182-68.8% | $4,876-73.2% |
| Participant deferral / active EE | $867 | $5,834-85.1% | $5,045-82.8% | $5,439-84.1% |
| Admin fee / account holder | $220 | $10,275-97.9% | $8,159-97.3% | $10,886-98.0% |