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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 | $6,763 | $135,956-95.0% | $123,894-94.5% | $273,972-97.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.64% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,327 | $5,170-74.3% | $4,617-71.2% | $4,869-72.7% |
| Participant deferral / active EE | $1,342 | $6,343-78.8% | $5,984-77.6% | $5,287-74.6% |
| Admin fee / account holder | $77 | $9,817-99.2% | $8,357-99.1% | $10,133-99.2% |