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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 | $14,284 | $155,555-90.8% | $146,866-90.3% | $155,188-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.05% | 115.41%-94.4pp | 102.85%-81.8pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,155 | $4,647-75.2% | $4,425-73.9% | $4,248-72.8% |
| Participant deferral / active EE | $1,298 | $8,044-83.9% | $7,759-83.3% | $6,531-80.1% |
| Admin fee / account holder | $19 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |