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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 | $6,932 | $185,312-96.3% | $161,489-95.7% | $154,746-95.5% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 12.98% | 103.84%-90.9pp | 89.72%-76.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,239 | $4,769-53.1% | $4,268-47.5% | $4,379-48.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $205 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |