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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 | $9,074 | $183,592-95.1% | $155,574-94.2% | $145,877-93.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,547 | $5,317-70.9% | $4,676-66.9% | $4,663-66.8% |
| Participant deferral / active EE | $1,756 | $6,466-72.8% | $5,629-68.8% | $6,691-73.8% |
| Admin fee / account holder | $28 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |