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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 | $11,047 | $156,398-92.9% | $147,318-92.5% | $138,895-92.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.03% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,420 | $4,853-70.7% | $4,593-69.1% | $4,194-66.1% |
| Participant deferral / active EE | $1,775 | $8,237-78.5% | $7,906-77.5% | $6,396-72.2% |
| Admin fee / account holder | $55 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |