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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 | $4,291 | $162,812-97.4% | $133,971-96.8% | $158,966-97.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 45.26% | 41.94%+3.3pp | 45.09%+0.2pp | 302.95%-257.7pp |
| Employer contribution / active EE | $1,097 | $4,976-78.0% | $3,919-72.0% | $4,762-77.0% |
| Participant deferral / active EE | $1,708 | $5,910-71.1% | $5,047-66.2% | $5,983-71.5% |
| Admin fee / account holder | $42 | $11,741-99.6% | $8,929-99.5% | $11,250-99.6% |