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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 | $18,148 | $223,823-91.9% | $211,142-91.4% | $154,746-88.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.06% | 50.39%-30.3pp | 46.84%-26.8pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,583 | $6,787-76.7% | $6,442-75.4% | $4,379-63.8% |
| Participant deferral / active EE | $2,107 | $9,750-78.4% | $9,284-77.3% | $6,730-68.7% |
| Admin fee / account holder | $138 | $19,707-99.3% | $19,076-99.3% | $14,365-99.0% |