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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 | $6,957 | $175,259-96.0% | $149,723-95.4% | $139,487-95.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.66% | 166.82%-149.2pp | 134.50%-116.8pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,111 | $5,478-79.7% | $4,821-77.0% | $4,755-76.6% |
| Participant deferral / active EE | $405 | $6,522-93.8% | $5,682-92.9% | $6,713-94.0% |
| Admin fee / account holder | $99 | $16,158-99.4% | $13,215-99.2% | $11,407-99.1% |