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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 | $6,072 | $176,786-96.6% | $146,643-95.9% | $167,536-96.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.38% | 24.04%-14.7pp | 22.75%-13.4pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,248 | $5,161-75.8% | $4,137-69.8% | $4,839-74.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $105 | $13,262-99.2% | $10,280-99.0% | $12,315-99.1% |