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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 | $42,304 | $254,759-83.4% | $216,567-80.5% | $198,609-78.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.28% | 10.04%+7.2pp | 12.94%+4.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $13,368 | $6,096+119.3% | $5,216+156.3% | $5,055+164.4% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $17 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |