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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 | $10,753 | $215,361-95.0% | $171,082-93.7% | $273,972-96.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.09% | 25.14%-16.0pp | 32.56%-23.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $4,678 | $4,967-5.8% | $4,002+16.9% | $4,869-3.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50 | $10,846-99.5% | $8,520-99.4% | $10,133-99.5% |