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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 | $8,345 | $183,539-95.5% | $155,556-94.6% | $145,897-94.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.40% | 61.31%-44.9pp | 64.84%-48.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,066 | $5,315-79.9% | $4,675-77.2% | $4,663-77.1% |
| Participant deferral / active EE | $1,515 | $6,467-76.6% | $5,631-73.1% | $6,689-77.4% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |