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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 | $14,793 | $154,228-90.4% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.37% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,878 | $4,804-60.9% | $4,554-58.8% | $4,156-54.8% |
| Participant deferral / active EE | $2,389 | $8,216-70.9% | $7,897-69.7% | $6,407-62.7% |
| Admin fee / account holder | $57 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |