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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 | $10,316 | $152,619-93.2% | $125,195-91.8% | $152,909-93.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.57% | 54.85%-30.3pp | 43.79%-19.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,297 | $4,947-73.8% | $3,866-66.5% | $4,764-72.8% |
| Participant deferral / active EE | $1,475 | $5,869-74.9% | $4,937-70.1% | $5,851-74.8% |
| Admin fee / account holder | $117 | $13,437-99.1% | $9,704-98.8% | $11,601-99.0% |