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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 | $5,871 | $156,398-96.2% | $147,318-96.0% | $138,895-95.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.81% | 78.75%-55.9pp | 70.43%-47.6pp | 145.39%-122.6pp |
| Employer contribution / active EE | $1,384 | $4,853-71.5% | $4,593-69.9% | $4,194-67.0% |
| Participant deferral / active EE | $2,106 | $8,237-74.4% | $7,906-73.4% | $6,396-67.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |