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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 | $4,804 | $154,228-96.9% | $145,433-96.7% | $137,256-96.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 40.21% | 74.59%-34.4pp | 66.58%-26.4pp | 220.34%-180.1pp |
| Employer contribution / active EE | $1,969 | $4,804-59.0% | $4,554-56.8% | $4,156-52.6% |
| Participant deferral / active EE | $2,311 | $8,216-71.9% | $7,897-70.7% | $6,407-63.9% |
| Admin fee / account holder | $66 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |