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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 | $10,527 | $181,896-94.2% | $156,551-93.3% | $273,972-96.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.30% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,921 | $6,248-37.2% | $5,501-28.7% | $4,869-19.5% |
| Participant deferral / active EE | $600 | $5,550-89.2% | $4,871-87.7% | $5,287-88.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |