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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 | $5,062 | $185,312-97.3% | $161,489-96.9% | $154,746-96.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 29.26% | 103.84%-74.6pp | 89.72%-60.5pp | 172.34%-143.1pp |
| Employer contribution / active EE | $1,295 | $4,769-72.8% | $4,268-69.7% | $4,379-70.4% |
| Participant deferral / active EE | $1,585 | $6,350-75.0% | $5,630-71.8% | $6,730-76.4% |
| Admin fee / account holder | $8 | $18,654-100.0% | $16,006-100.0% | $14,365-99.9% |