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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 | $6,054 | $162,136-96.3% | $152,301-96.0% | $154,746-96.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.85% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $5,760 | $4,890+17.8% | $4,624+24.6% | $4,379+31.5% |
| Participant deferral / active EE | $1,290 | $8,341-84.5% | $8,004-83.9% | $6,730-80.8% |
| Admin fee / account holder | $36 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |