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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 | $2,511 | $123,155-98.0% | $108,753-97.7% | $155,188-98.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 20.58% | 44.73%-24.2pp | 37.47%-16.9pp | 148.84%-128.3pp |
| Employer contribution / active EE | $419 | $2,811-85.1% | $2,427-82.8% | $4,248-90.1% |
| Participant deferral / active EE | $589 | $4,623-87.3% | $4,115-85.7% | $6,531-91.0% |
| Admin fee / account holder | $17 | $12,126-99.9% | $10,320-99.8% | $14,480-99.9% |