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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 | $7,310 | $156,398-95.3% | $147,318-95.0% | $138,895-94.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.02% | 78.75%-55.7pp | 70.43%-47.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,009 | $4,853-58.6% | $4,593-56.3% | $4,194-52.1% |
| Participant deferral / active EE | $2,260 | $8,237-72.6% | $7,906-71.4% | $6,396-64.7% |
| Admin fee / account holder | $28 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |