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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 | $134,817-93.6% | $123,973-93.0% | $155,188-94.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 24.32% | 515.49%-491.2pp | 388.13%-363.8pp | 148.84%-124.5pp |
| Employer contribution / active EE | $929 | $4,425-79.0% | $4,126-77.5% | $4,248-78.1% |
| Participant deferral / active EE | $1,275 | $5,706-77.7% | $5,247-75.7% | $6,531-80.5% |
| Admin fee / account holder | $53 | $13,245-99.6% | $11,799-99.5% | $14,480-99.6% |