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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 | $18,200 | $181,896-90.0% | $156,551-88.4% | $273,972-93.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.32% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $6,011 | $6,248-3.8% | $5,501+9.3% | $4,869+23.5% |
| Participant deferral / active EE | $1,038 | $5,550-81.3% | $4,871-78.7% | $5,287-80.4% |
| Admin fee / account holder | $53 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |