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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 | $4,198 | $157,829-97.3% | $136,867-96.9% | $198,609-97.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 20.02% | 51.25%-31.2pp | 42.97%-23.0pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,151 | $3,923-70.7% | $3,547-67.6% | $5,055-77.2% |
| Participant deferral / active EE | $1,273 | $5,463-76.7% | $4,924-74.1% | $6,977-81.8% |
| Admin fee / account holder | $26 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |