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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 | $6,552 | $178,174-96.3% | $156,181-95.8% | $137,256-95.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 26.46% | 84.19%-57.7pp | 64.87%-38.4pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,355 | $4,972-72.7% | $4,294-68.4% | $4,156-67.4% |
| Participant deferral / active EE | $2,000 | $6,888-71.0% | $6,132-67.4% | $6,407-68.8% |
| Admin fee / account holder | $9 | $17,404-100.0% | $14,586-99.9% | $12,270-99.9% |