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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 | $11,149 | $209,336-94.7% | $197,124-94.3% | $137,256-91.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.20% | 48.09%-21.9pp | 44.34%-18.1pp | 220.34%-194.1pp |
| Employer contribution / active EE | $2,268 | $6,591-65.6% | $6,227-63.6% | $4,156-45.4% |
| Participant deferral / active EE | $2,681 | $9,614-72.1% | $9,135-70.7% | $6,407-58.2% |
| Admin fee / account holder | $28 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |