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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 | $12,299 | $209,336-94.1% | $197,124-93.8% | $137,256-91.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.35% | 48.09%-25.7pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,712 | $6,591-74.0% | $6,227-72.5% | $4,156-58.8% |
| Participant deferral / active EE | $2,568 | $9,614-73.3% | $9,135-71.9% | $6,407-59.9% |
| Admin fee / account holder | $108 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |