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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 | $136,860-86.4% | $120,344-84.5% | $154,746-87.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.53% | 21.38%-4.8pp | 20.30%-3.8pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,380 | $3,533-60.9% | $3,020-54.3% | $4,379-68.5% |
| Participant deferral / active EE | $1,561 | $5,793-73.1% | $5,135-69.6% | $6,730-76.8% |
| Admin fee / account holder | $42 | $15,393-99.7% | $12,742-99.7% | $14,365-99.7% |