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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 | $6,070 | $97,289-93.8% | $92,805-93.5% | $155,188-96.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 26.02% | 29.03%-3.0pp | 31.59%-5.6pp | 148.84%-122.8pp |
| Employer contribution / active EE | $1,634 | $3,632-55.0% | $3,424-52.3% | $4,248-61.5% |
| Participant deferral / active EE | $2,030 | $8,795-76.9% | $8,448-76.0% | $6,531-68.9% |
| Admin fee / account holder | $21 | $12,015-99.8% | $10,911-99.8% | $14,480-99.9% |