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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 | $4,912 | $102,609-95.2% | $98,090-95.0% | $138,895-96.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 28.29% | 36.44%-8.2pp | 37.05%-8.8pp | 145.39%-117.1pp |
| Employer contribution / active EE | $746 | $3,867-80.7% | $3,606-79.3% | $4,194-82.2% |
| Participant deferral / active EE | $1,098 | $8,167-86.6% | $7,845-86.0% | $6,396-82.8% |
| Admin fee / account holder | $10 | $11,434-99.9% | $11,815-99.9% | $12,562-99.9% |