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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 | $13,211 | $155,555-91.5% | $146,866-91.0% | $155,188-91.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.78% | 115.41%-93.6pp | 102.85%-81.1pp | 148.84%-127.1pp |
| Employer contribution / active EE | $1,509 | $4,647-67.5% | $4,425-65.9% | $4,248-64.5% |
| Participant deferral / active EE | $2,170 | $8,044-73.0% | $7,759-72.0% | $6,531-66.8% |
| Admin fee / account holder | $47 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |