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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 | $7,594 | $138,312-94.5% | $122,979-93.8% | $155,188-95.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.09% | 22.06%-5.0pp | 20.12%-3.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,729 | $3,530-22.7% | $3,062-10.9% | $4,248-35.8% |
| Participant deferral / active EE | $262 | $5,592-95.3% | $5,003-94.8% | $6,531-96.0% |
| Admin fee / account holder | $37 | $15,089-99.8% | $12,864-99.7% | $14,480-99.7% |