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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 | $16,277 | $199,109-91.8% | $173,730-90.6% | $154,746-89.5% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.6%+5.0pp | 80.7%+3.9pp |
| Annual return | 12.35% | 20.02%-7.7pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $8,172 | $5,311+53.9% | $4,577+78.5% | $4,379+86.6% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $32 | $20,916-99.8% | $17,523-99.8% | $14,365-99.8% |