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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 | $5,589 | $161,352-96.5% | $134,172-95.8% | $137,256-95.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 23.08% | 28.72%-5.6pp | 25.30%-2.2pp | 220.34%-197.3pp |
| Employer contribution / active EE | $849 | $4,099-79.3% | $3,420-75.2% | $4,156-79.6% |
| Participant deferral / active EE | $851 | $5,552-84.7% | $4,690-81.9% | $6,407-86.7% |
| Admin fee / account holder | $6 | $15,028-100.0% | $12,016-99.9% | $12,270-99.9% |