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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 | $11,316 | $103,392-89.1% | $87,104-87.0% | $152,897-92.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 26.83% | 28.10%-1.3pp | 28.19%-1.4pp | 345.43%-318.6pp |
| Employer contribution / active EE | $746 | $3,221-76.8% | $2,521-70.4% | $4,764-84.3% |
| Participant deferral / active EE | $1,041 | $4,778-78.2% | $4,048-74.3% | $5,851-82.2% |
| Admin fee / account holder | $55 | $12,194-99.6% | $7,491-99.3% | $11,599-99.5% |