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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 | $29,243 | $197,594-85.2% | $177,822-83.6% | $158,931-81.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.22% | 58.76%-43.5pp | 48.32%-33.1pp | 302.86%-287.6pp |
| Employer contribution / active EE | $2,022 | $6,697-69.8% | $5,918-65.8% | $4,761-57.5% |
| Participant deferral / active EE | $2,722 | $8,405-67.6% | $7,714-64.7% | $5,982-54.5% |
| Admin fee / account holder | $26 | $15,400-99.8% | $12,428-99.8% | $11,247-99.8% |