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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 | $9,772 | $181,062-94.6% | $158,223-93.8% | $155,188-93.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.25% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.6pp |
| Employer contribution / active EE | $1,479 | $4,565-67.6% | $4,109-64.0% | $4,248-65.2% |
| Participant deferral / active EE | $1,479 | $6,134-75.9% | $5,467-73.0% | $6,531-77.4% |
| Admin fee / account holder | $25 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |