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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 | $29,970 | $135,905-77.9% | $126,068-76.2% | $198,609-84.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 18.75% | 14.07%+4.7pp | 15.01%+3.7pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,724 | $4,245-35.8% | $3,968-31.4% | $5,055-46.1% |
| Participant deferral / active EE | $2,940 | $8,523-65.5% | $8,214-64.2% | $6,977-57.9% |
| Admin fee / account holder | $93 | $21,036-99.6% | $18,264-99.5% | $19,030-99.5% |