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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 | $5,237 | $156,398-96.7% | $147,318-96.4% | $138,895-96.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.04% | 78.75%-52.7pp | 70.43%-44.4pp | 145.39%-119.4pp |
| Employer contribution / active EE | $947 | $4,853-80.5% | $4,593-79.4% | $4,194-77.4% |
| Participant deferral / active EE | $1,086 | $8,237-86.8% | $7,906-86.3% | $6,396-83.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |