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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 | $5,623 | $147,556-96.2% | $129,031-95.6% | $198,609-97.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 22.12% | 37.41%-15.3pp | 34.67%-12.5pp | 202.70%-180.6pp |
| Employer contribution / active EE | $1,537 | $3,645-57.8% | $3,226-52.4% | $5,055-69.6% |
| Participant deferral / active EE | $1,537 | $5,760-73.3% | $5,217-70.5% | $6,977-78.0% |
| Admin fee / account holder | $20 | $15,467-99.9% | $13,208-99.8% | $19,030-99.9% |