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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 | $8,215 | $165,399-95.0% | $149,745-94.5% | $158,982-94.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.96% | 348.34%-317.4pp | 276.72%-245.8pp | 302.99%-272.0pp |
| Employer contribution / active EE | $1,566 | $5,105-69.3% | $4,646-66.3% | $4,763-67.1% |
| Participant deferral / active EE | $2,071 | $7,183-71.2% | $6,843-69.7% | $5,983-65.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |