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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 | $254,759-93.6% | $216,567-92.5% | $198,609-91.8% |
| Participation rate | 84.6% | 84.5%+0.1pp | 81.6%+3.0pp | 82.4%+2.2pp |
| Annual return | 12.35% | 10.04%+2.3pp | 12.94%-0.6pp | 202.70%-190.4pp |
| Employer contribution / active EE | $8,172 | $6,096+34.0% | $5,216+56.7% | $5,055+61.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $32 | $26,311-99.9% | $21,981-99.9% | $19,030-99.8% |