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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 | $28,725 | $223,823-87.2% | $211,142-86.4% | $154,746-81.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.00% | 50.39%-33.4pp | 46.84%-29.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,753 | $6,787-74.2% | $6,442-72.8% | $4,379-60.0% |
| Participant deferral / active EE | $1,026 | $9,750-89.5% | $9,284-89.0% | $6,730-84.8% |
| Admin fee / account holder | $162 | $19,707-99.2% | $19,076-99.2% | $14,365-98.9% |