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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 | $8,463 | $211,105-96.0% | $178,449-95.3% | $145,978-94.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.11% | 30.19%-16.1pp | 27.09%-13.0pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,006 | $4,569-78.0% | $3,951-74.5% | $4,662-78.4% |
| Participant deferral / active EE | $1,006 | $6,959-85.5% | $6,277-84.0% | $6,690-85.0% |
| Admin fee / account holder | $67 | $12,017-99.4% | $10,362-99.4% | $13,400-99.5% |