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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 | $14,339 | $201,344-92.9% | $184,243-92.2% | $145,877-90.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.40% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $6,286 | $7,022-10.5% | $6,427-2.2% | $4,663+34.8% |
| Participant deferral / active EE | $1,619 | $9,807-83.5% | $9,132-82.3% | $6,691-75.8% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |