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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 | $9,821 | $148,623-93.4% | $135,974-92.8% | $139,466-93.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.52% | 79.30%-57.8pp | 68.30%-46.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,800 | $5,246-65.7% | $4,859-62.9% | $4,754-62.1% |
| Participant deferral / active EE | $1,800 | $8,103-77.8% | $7,760-76.8% | $6,712-73.2% |
| Admin fee / account holder | $113 | $12,406-99.1% | $10,767-99.0% | $11,409-99.0% |