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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 | $15,193 | $155,555-90.2% | $146,866-89.7% | $155,188-90.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.76% | 115.41%-94.7pp | 102.85%-82.1pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,154 | $4,647-75.2% | $4,425-73.9% | $4,248-72.8% |
| Participant deferral / active EE | $1,750 | $8,044-78.2% | $7,759-77.4% | $6,531-73.2% |
| Admin fee / account holder | $14 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |