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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 | $16,723 | $201,264-91.7% | $184,185-90.9% | $145,978-88.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.39% | 29.00%-10.6pp | 28.81%-10.4pp | 550.52%-532.1pp |
| Employer contribution / active EE | $3,059 | $7,021-56.4% | $6,426-52.4% | $4,662-34.4% |
| Participant deferral / active EE | $3,059 | $9,806-68.8% | $9,132-66.5% | $6,690-54.3% |
| Admin fee / account holder | $76 | $16,376-99.5% | $13,909-99.5% | $13,400-99.4% |