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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 | $10,869 | $107,666-89.9% | $102,184-89.4% | $154,746-93.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.23% | 29.33%-12.1pp | 31.58%-14.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $610 | $3,846-84.1% | $3,594-83.0% | $4,379-86.1% |
| Participant deferral / active EE | $1,390 | $8,719-84.1% | $8,309-83.3% | $6,730-79.3% |
| Admin fee / account holder | $27 | $12,943-99.8% | $11,609-99.8% | $14,365-99.8% |