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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 | $4,247 | $106,923-96.0% | $84,023-94.9% | $152,909-97.2% |
| Participation rate | 84.6% | 75.3%+9.4pp | 69.0%+15.6pp | 82.5%+2.2pp |
| Annual return | 24.74% | 105.02%-80.3pp | 71.32%-46.6pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,020 | $2,735-62.7% | $1,984-48.6% | $4,764-78.6% |
| Participant deferral / active EE | $904 | $4,013-77.5% | $3,239-72.1% | $5,851-84.6% |
| Admin fee / account holder | $34 | $8,289-99.6% | $6,102-99.4% | $11,601-99.7% |