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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 | $10,959 | $155,555-93.0% | $146,866-92.5% | $155,188-92.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 55.33% | 115.41%-60.1pp | 102.85%-47.5pp | 148.84%-93.5pp |
| Employer contribution / active EE | $1,832 | $4,647-60.6% | $4,425-58.6% | $4,248-56.9% |
| Participant deferral / active EE | $1,881 | $8,044-76.6% | $7,759-75.8% | $6,531-71.2% |
| Admin fee / account holder | $50 | $14,755-99.7% | $13,620-99.6% | $14,480-99.7% |