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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 | $12,820 | $181,896-93.0% | $156,551-91.8% | $273,972-95.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.73% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $3,653 | $6,248-41.5% | $5,501-33.6% | $4,869-25.0% |
| Participant deferral / active EE | $225 | $5,550-95.9% | $4,871-95.4% | $5,287-95.7% |
| Admin fee / account holder | $215 | $15,560-98.6% | $13,028-98.3% | $10,133-97.9% |