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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 | $6,177 | $138,312-95.5% | $122,979-95.0% | $155,188-96.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 25.33% | 22.06%+3.3pp | 20.12%+5.2pp | 148.84%-123.5pp |
| Employer contribution / active EE | $1,226 | $3,530-65.3% | $3,062-60.0% | $4,248-71.1% |
| Participant deferral / active EE | $1,566 | $5,592-72.0% | $5,003-68.7% | $6,531-76.0% |
| Admin fee / account holder | $96 | $15,089-99.4% | $12,864-99.3% | $14,480-99.3% |