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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 | $5,221 | $114,013-95.4% | $103,693-95.0% | $155,188-96.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 18.08% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $235 | $3,131-92.5% | $2,920-92.0% | $4,248-94.5% |
| Participant deferral / active EE | $555 | $4,970-88.8% | $4,579-87.9% | $6,531-91.5% |
| Admin fee / account holder | $57 | $8,407-99.3% | $7,858-99.3% | $14,480-99.6% |