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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 | $7,722 | $154,228-95.0% | $145,433-94.7% | $137,256-94.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.37% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,171 | $4,804-75.6% | $4,554-74.3% | $4,156-71.8% |
| Participant deferral / active EE | $1,276 | $8,216-84.5% | $7,897-83.8% | $6,407-80.1% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |