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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 | $5,115 | $181,062-97.2% | $158,223-96.8% | $155,188-96.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.70% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,197 | $4,565-73.8% | $4,109-70.9% | $4,248-71.8% |
| Participant deferral / active EE | $1,767 | $6,134-71.2% | $5,467-67.7% | $6,531-72.9% |
| Admin fee / account holder | $38 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |