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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 | $7,780 | $124,213-93.7% | $118,106-93.4% | $154,746-95.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 21.91% | 18.29%+3.6pp | 19.44%+2.5pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,835 | $4,905-62.6% | $4,698-60.9% | $4,379-58.1% |
| Participant deferral / active EE | $633 | $6,859-90.8% | $6,619-90.4% | $6,730-90.6% |
| Admin fee / account holder | $47 | $9,627-99.5% | $8,973-99.5% | $14,365-99.7% |