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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 | $154,228-92.9% | $145,433-92.5% | $137,256-92.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 55.33% | 74.59%-19.3pp | 66.58%-11.2pp | 220.34%-165.0pp |
| Employer contribution / active EE | $1,832 | $4,804-61.9% | $4,554-59.8% | $4,156-55.9% |
| Participant deferral / active EE | $1,881 | $8,216-77.1% | $7,897-76.2% | $6,407-70.6% |
| Admin fee / account holder | $50 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |