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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 | $19,608 | $241,321-91.9% | $233,038-91.6% | $484,799-96.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 76.1%+23.9pp | 91.1%+8.9pp |
| Annual return | 19.21% | 0.12%+19.1pp | 2.25%+17.0pp | 5.95%+13.3pp |
| Employer contribution / active EE | $534 | $5,818-90.8% | $5,162-89.6% | $27,493-98.1% |
| Participant deferral / active EE | $0 | $3,592-100.0% | $3,018-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $21,151-100.0% | $20,161-100.0% | $18,209-100.0% |