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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 | $18,676 | $167,415-88.8% | $140,514-86.7% | $198,609-90.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 16.53% | 13.85%+2.7pp | 14.36%+2.2pp | 202.70%-186.2pp |
| Employer contribution / active EE | $1,380 | $4,088-66.2% | $3,378-59.1% | $5,055-72.7% |
| Participant deferral / active EE | $1,561 | $5,579-72.0% | $4,919-68.3% | $6,977-77.6% |
| Admin fee / account holder | $42 | $16,730-99.7% | $13,697-99.7% | $19,030-99.8% |