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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 | $19,410 | $153,769-87.4% | $133,975-85.5% | $273,972-92.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.02% | 36.51%-30.5pp | 29.29%-23.3pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,913 | $6,029-51.7% | $5,211-44.1% | $4,869-40.2% |
| Participant deferral / active EE | $1,699 | $6,958-75.6% | $6,282-73.0% | $5,287-67.9% |
| Admin fee / account holder | $23 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |