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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 | $18,115 | $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 | 6.77% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,827 | $6,248+9.3% | $5,501+24.1% | $4,869+40.2% |
| Participant deferral / active EE | $483 | $5,550-91.3% | $4,871-90.1% | $5,287-90.9% |
| Admin fee / account holder | $192 | $15,560-98.8% | $13,028-98.5% | $10,133-98.1% |