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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 | $8,158 | $148,582-94.5% | $135,942-94.0% | $139,456-94.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.48% | 79.26%-58.8pp | 68.28%-47.8pp | 373.45%-353.0pp |
| Employer contribution / active EE | $2,422 | $5,245-53.8% | $4,858-50.1% | $4,753-49.0% |
| Participant deferral / active EE | $2,422 | $8,101-70.1% | $7,759-68.8% | $6,711-63.9% |
| Admin fee / account holder | $70 | $12,402-99.4% | $10,764-99.3% | $11,407-99.4% |