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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 | $8,687 | $114,119-92.4% | $107,187-91.9% | $138,895-93.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 24.32% | 273.21%-248.9pp | 204.55%-180.2pp | 145.39%-121.1pp |
| Employer contribution / active EE | $929 | $4,059-77.1% | $3,782-75.4% | $4,194-77.8% |
| Participant deferral / active EE | $1,275 | $5,538-77.0% | $5,096-75.0% | $6,396-80.1% |
| Admin fee / account holder | $53 | $10,024-99.5% | $9,162-99.4% | $12,562-99.6% |