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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 | $30,632 | $254,759-88.0% | $216,567-85.9% | $198,609-84.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.72% | 10.04%+3.7pp | 12.94%+0.8pp | 202.70%-189.0pp |
| Employer contribution / active EE | $5,794 | $6,096-5.0% | $5,216+11.1% | $5,055+14.6% |
| Participant deferral / active EE | $668 | $6,948-90.4% | $6,191-89.2% | $6,977-90.4% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |