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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 | $13,445 | $199,109-93.2% | $173,730-92.3% | $154,746-91.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.32% | 20.02%-0.7pp | 19.96%-0.6pp | 172.34%-153.0pp |
| Employer contribution / active EE | $10,378 | $5,311+95.4% | $4,577+126.7% | $4,379+137.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $142 | $20,916-99.3% | $17,523-99.2% | $14,365-99.0% |