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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 | $17,820 | $199,109-91.1% | $173,730-89.7% | $154,746-88.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.92% | 20.02%-2.1pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,884 | $5,311-64.5% | $4,577-58.9% | $4,379-57.0% |
| Participant deferral / active EE | $1,933 | $7,113-72.8% | $6,326-69.5% | $6,730-71.3% |
| Admin fee / account holder | $64 | $20,916-99.7% | $17,523-99.6% | $14,365-99.6% |