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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 | $9,492 | $156,398-93.9% | $147,318-93.6% | $138,895-93.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.03% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,720 | $4,853-64.6% | $4,593-62.5% | $4,194-59.0% |
| Participant deferral / active EE | $1,122 | $8,237-86.4% | $7,906-85.8% | $6,396-82.5% |
| Admin fee / account holder | $31 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |