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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 | $9,370 | $140,592-93.3% | $123,105-92.4% | $125,389-92.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 20.12% | 16.80%+3.3pp | 13.22%+6.9pp | 282.24%-262.1pp |
| Employer contribution / active EE | $1,900 | $6,041-68.5% | $5,151-63.1% | $4,866-60.9% |
| Participant deferral / active EE | $1,900 | $6,980-72.8% | $6,229-69.5% | $5,352-64.5% |
| Admin fee / account holder | $50 | $11,198-99.6% | $9,014-99.4% | $9,541-99.5% |