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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 | $10,012 | $88,583-88.7% | $88,497-88.7% | $273,972-96.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 10.35% | 5.68%+4.7pp | 7.63%+2.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $3,375 | $4,502-25.0% | $4,036-16.4% | $4,869-30.7% |
| Participant deferral / active EE | $1,113 | $4,891-77.3% | $4,899-77.3% | $5,287-79.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |