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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 | $4,986 | $201,372-97.5% | $184,260-97.3% | $145,884-96.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.90% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,399 | $7,024-65.8% | $6,427-62.7% | $4,662-48.5% |
| Participant deferral / active EE | $981 | $9,808-90.0% | $9,133-89.3% | $6,690-85.3% |
| Admin fee / account holder | $114 | $16,362-99.3% | $13,898-99.2% | $13,392-99.2% |