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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 | $15,349 | $201,344-92.4% | $184,243-91.7% | $145,877-89.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.86% | 29.01%-16.2pp | 28.82%-16.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,575 | $7,022-63.3% | $6,427-59.9% | $4,663-44.8% |
| Participant deferral / active EE | $2,034 | $9,807-79.3% | $9,132-77.7% | $6,691-69.6% |
| Admin fee / account holder | $6 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |