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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 | $104,650-99.3% | $83,854-99.2% | $155,188-99.6% |
| Participation rate | 95.2% | 65.1%+30.2pp | 59.1%+36.1pp | 80.8%+14.4pp |
| Annual return | 22.46% | 28.97%-6.5pp | 31.39%-8.9pp | 148.84%-126.4pp |
| Employer contribution / active EE | $99 | $1,196-91.7% | $1,017-90.3% | $4,248-97.7% |
| Participant deferral / active EE | $152 | $2,367-93.6% | $2,035-92.5% | $6,531-97.7% |
| Admin fee / account holder | $55 | $3,518-98.4% | $3,197-98.3% | $14,480-99.6% |