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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 | $14,478 | $228,395-93.7% | $185,861-92.2% | $158,982-90.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 37.80% | 40.82%-3.0pp | 35.96%+1.8pp | 302.99%-265.2pp |
| Employer contribution / active EE | $10,902 | $4,968+119.5% | $4,088+166.7% | $4,763+128.9% |
| Participant deferral / active EE | $498 | $6,417-92.2% | $5,634-91.2% | $5,983-91.7% |
| Admin fee / account holder | $134 | $11,869-98.9% | $9,503-98.6% | $11,252-98.8% |