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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 | $11,256 | $135,956-91.7% | $123,894-90.9% | $273,972-95.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.52% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,747 | $5,170-46.9% | $4,617-40.5% | $4,869-43.6% |
| Participant deferral / active EE | $122 | $6,343-98.1% | $5,984-98.0% | $5,287-97.7% |
| Admin fee / account holder | $105 | $9,817-98.9% | $8,357-98.7% | $10,133-99.0% |