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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 | $162,136-97.0% | $152,301-96.8% | $154,746-96.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 40.21% | 91.02%-50.8pp | 80.50%-40.3pp | 172.34%-132.1pp |
| Employer contribution / active EE | $1,969 | $4,890-59.7% | $4,624-57.4% | $4,379-55.0% |
| Participant deferral / active EE | $2,311 | $8,341-72.3% | $8,004-71.1% | $6,730-65.7% |
| Admin fee / account holder | $66 | $15,759-99.6% | $14,398-99.5% | $14,365-99.5% |