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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 | $11,643 | $201,264-94.2% | $184,185-93.7% | $145,978-92.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.46% | 29.00%-13.5pp | 28.81%-13.4pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,876 | $7,021-73.3% | $6,426-70.8% | $4,662-59.8% |
| Participant deferral / active EE | $2,063 | $9,806-79.0% | $9,132-77.4% | $6,690-69.2% |
| Admin fee / account holder | $200 | $16,376-98.8% | $13,909-98.6% | $13,400-98.5% |