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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 | $24,414 | $167,415-85.4% | $140,514-82.6% | $198,609-87.7% |
| Participation rate | 95.5% | 80.9%+14.6pp | 77.8%+17.7pp | 82.4%+13.1pp |
| Annual return | 9.10% | 13.85%-4.7pp | 14.36%-5.3pp | 202.70%-193.6pp |
| Employer contribution / active EE | $4,918 | $4,088+20.3% | $3,378+45.6% | $5,055-2.7% |
| Participant deferral / active EE | $994 | $5,579-82.2% | $4,919-79.8% | $6,977-85.7% |
| Admin fee / account holder | $270 | $16,730-98.4% | $13,697-98.0% | $19,030-98.6% |