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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 | $697 | $94,439-99.3% | $73,658-99.1% | $154,746-99.5% |
| Participation rate | 95.2% | 64.7%+30.6pp | 57.0%+38.2pp | 80.7%+14.5pp |
| Annual return | 22.46% | 28.25%-5.8pp | 29.72%-7.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $99 | $1,257-92.1% | $1,032-90.4% | $4,379-97.7% |
| Participant deferral / active EE | $152 | $2,527-94.0% | $2,062-92.6% | $6,730-97.7% |
| Admin fee / account holder | $55 | $3,843-98.6% | $3,357-98.4% | $14,365-99.6% |