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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 | $35,154 | $254,759-86.2% | $216,567-83.8% | $198,609-82.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.99% | 10.04%+8.9pp | 12.94%+6.0pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,827 | $6,096-70.0% | $5,216-65.0% | $5,055-63.9% |
| Participant deferral / active EE | $1,443 | $6,948-79.2% | $6,191-76.7% | $6,977-79.3% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |