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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 | $12,104 | $23,094-47.6% | $169,917-92.9% | $52,729-77.0% |
| Participation rate | 100.0% | 10.7%+89.3pp | 10.3%+89.7pp | 12.6%+87.4pp |
| Annual return | 25.09% | 4.80%+20.3pp | 7.98%+17.1pp | 4.56%+20.5pp |
| Employer contribution / active EE | $5,760 | $12,906-55.4% | $23,724-75.7% | $15,526-62.9% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $129 | $95+35.2% | $636-79.7% | $1,711-92.5% |