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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 | $15,787 | $148,623-89.4% | $135,974-88.4% | $139,466-88.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.82% | 79.30%-46.5pp | 68.30%-35.5pp | 373.66%-340.8pp |
| Employer contribution / active EE | $1,453 | $5,246-72.3% | $4,859-70.1% | $4,754-69.4% |
| Participant deferral / active EE | $1,600 | $8,103-80.3% | $7,760-79.4% | $6,712-76.2% |
| Admin fee / account holder | $79 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |