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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 | $8,160 | $108,911-92.5% | $100,392-91.9% | $145,884-94.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 58.23%-45.3pp | 49.45%-36.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,015 | $4,420-77.0% | $3,941-74.3% | $4,662-78.2% |
| Participant deferral / active EE | $1,706 | $8,459-79.8% | $8,090-78.9% | $6,690-74.5% |
| Admin fee / account holder | $99 | $9,698-99.0% | $7,904-98.8% | $13,392-99.3% |