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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 | $5,278 | $103,393-94.9% | $87,103-93.9% | $152,909-96.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.72% | 28.10%-2.4pp | 28.19%-2.5pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,336 | $3,221-27.5% | $2,521-7.4% | $4,764-51.0% |
| Participant deferral / active EE | $226 | $4,778-95.3% | $4,049-94.4% | $5,851-96.1% |
| Admin fee / account holder | $151 | $12,195-98.8% | $7,491-98.0% | $11,601-98.7% |