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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 | $7,094 | $149,778-95.3% | $118,946-94.0% | $158,950-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.84% | 19.95%-0.1pp | 35.89%-16.1pp | 302.91%-283.1pp |
| Employer contribution / active EE | $2,108 | $4,117-48.8% | $3,263-35.4% | $4,762-55.7% |
| Participant deferral / active EE | $964 | $5,225-81.5% | $4,266-77.4% | $5,983-83.9% |
| Admin fee / account holder | $12 | $8,604-99.9% | $6,581-99.8% | $11,248-99.9% |