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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 | $184,014-91.2% | $161,149-89.9% | $138,895-88.3% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.8%+5.8pp | 79.9%+4.7pp |
| Annual return | 12.35% | 21.52%-9.2pp | 21.16%-8.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $8,172 | $5,055+61.6% | $4,360+87.4% | $4,194+94.8% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $32 | $18,027-99.8% | $15,194-99.8% | $12,562-99.7% |