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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 | $7,693 | $111,535-93.1% | $105,223-92.7% | $137,256-94.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.78% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,565 | $3,939-60.3% | $3,689-57.6% | $4,156-62.3% |
| Participant deferral / active EE | $834 | $5,500-84.8% | $5,072-83.6% | $6,407-87.0% |
| Admin fee / account holder | $151 | $9,721-98.4% | $8,859-98.3% | $12,270-98.8% |