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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 | $1,116 | $156,398-99.3% | $147,318-99.2% | $138,895-99.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.67% | 78.75%-55.1pp | 70.43%-46.8pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,155 | $8,237-86.0% | $7,906-85.4% | $6,396-81.9% |
| Admin fee / account holder | $162 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |