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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 | $11,852 | $152,074-92.2% | $137,474-91.4% | $198,609-94.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 13.95% | 10.68%+3.3pp | 11.53%+2.4pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,363 | $5,444-56.6% | $5,048-53.2% | $5,055-53.3% |
| Participant deferral / active EE | $2,363 | $6,522-63.8% | $6,155-61.6% | $6,977-66.1% |
| Admin fee / account holder | $179 | $11,950-98.5% | $10,602-98.3% | $19,030-99.1% |