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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 | $20,712 | $165,361-87.5% | $149,715-86.2% | $158,950-87.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.80% | 348.24%-339.4pp | 276.66%-267.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $1,615 | $5,103-68.4% | $4,645-65.2% | $4,762-66.1% |
| Participant deferral / active EE | $2,019 | $7,182-71.9% | $6,842-70.5% | $5,983-66.3% |
| Admin fee / account holder | $5 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |