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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 | $7,078 | $138,312-94.9% | $122,979-94.2% | $155,188-95.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 29.41% | 22.06%+7.3pp | 20.12%+9.3pp | 148.84%-119.4pp |
| Employer contribution / active EE | $1,189 | $3,530-66.3% | $3,062-61.2% | $4,248-72.0% |
| Participant deferral / active EE | $1,901 | $5,592-66.0% | $5,003-62.0% | $6,531-70.9% |
| Admin fee / account holder | $39 | $15,089-99.7% | $12,864-99.7% | $14,480-99.7% |