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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 | $13,841 | $154,228-91.0% | $145,433-90.5% | $137,256-89.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.20% | 74.59%-41.4pp | 66.58%-33.4pp | 220.34%-187.1pp |
| Employer contribution / active EE | $6,284 | $4,804+30.8% | $4,554+38.0% | $4,156+51.2% |
| Participant deferral / active EE | $2,058 | $8,216-74.9% | $7,897-73.9% | $6,407-67.9% |
| Admin fee / account holder | $122 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |