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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 | $6,680 | $201,344-96.7% | $184,243-96.4% | $145,877-95.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.88% | 29.01%+0.9pp | 28.82%+1.1pp | 551.28%-521.4pp |
| Employer contribution / active EE | $1,756 | $7,022-75.0% | $6,427-72.7% | $4,663-62.4% |
| Participant deferral / active EE | $2,050 | $9,807-79.1% | $9,132-77.6% | $6,691-69.4% |
| Admin fee / account holder | $11 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |