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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 | $21,386 | $201,372-89.4% | $184,260-88.4% | $145,884-85.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 16.75% | 29.04%-12.3pp | 28.84%-12.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,976 | $7,024-71.9% | $6,427-69.3% | $4,662-57.6% |
| Participant deferral / active EE | $2,796 | $9,808-71.5% | $9,133-69.4% | $6,690-58.2% |
| Admin fee / account holder | $41 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |