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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 | $5,891 | $217,432-97.3% | $185,849-96.8% | $167,536-96.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.50% | 148.42%-133.9pp | 122.10%-107.6pp | 478.82%-464.3pp |
| Employer contribution / active EE | $1,373 | $5,875-76.6% | $5,169-73.4% | $4,839-71.6% |
| Participant deferral / active EE | $1,538 | $6,357-75.8% | $5,569-72.4% | $6,342-75.8% |
| Admin fee / account holder | $125 | $19,818-99.4% | $16,244-99.2% | $12,315-99.0% |