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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 | $156,398-91.6% | $147,318-91.0% | $138,895-90.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.78% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,509 | $4,853-68.9% | $4,593-67.2% | $4,194-64.0% |
| Participant deferral / active EE | $2,170 | $8,237-73.7% | $7,906-72.6% | $6,396-66.1% |
| Admin fee / account holder | $47 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |