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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 | $3,551 | $185,312-98.1% | $161,489-97.8% | $154,746-97.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 24.16% | 103.84%-79.7pp | 89.72%-65.6pp | 172.34%-148.2pp |
| Employer contribution / active EE | $1,213 | $4,769-74.6% | $4,268-71.6% | $4,379-72.3% |
| Participant deferral / active EE | $1,392 | $6,350-78.1% | $5,630-75.3% | $6,730-79.3% |
| Admin fee / account holder | $25 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |