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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 | $10,907 | $142,354-92.3% | $125,529-91.3% | $155,188-93.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 21.33% | 306.06%-284.7pp | 202.56%-181.2pp | 148.84%-127.5pp |
| Employer contribution / active EE | $812 | $3,501-76.8% | $3,058-73.5% | $4,248-80.9% |
| Participant deferral / active EE | $1,143 | $5,491-79.2% | $4,813-76.3% | $6,531-82.5% |
| Admin fee / account holder | $21 | $19,392-99.9% | $16,298-99.9% | $14,480-99.9% |