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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 | $27,700 | $375,661-92.6% | $312,151-91.1% | $382,429-92.8% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 4.56% | 0.11%+4.5pp | 1.82%+2.7pp | 248.85%-244.3pp |
| Employer contribution / active EE | $11,419 | $9,697+17.8% | $8,031+42.2% | $8,036+42.1% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $231 | $64,308-99.6% | $51,799-99.6% | $30,732-99.2% |