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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 | $2,689 | $117,904-97.7% | $102,457-97.4% | $145,978-98.2% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 19.10% | 31.80%-12.7pp | 29.41%-10.3pp | 550.52%-531.4pp |
| Employer contribution / active EE | $1,027 | $3,613-71.6% | $3,022-66.0% | $4,662-78.0% |
| Participant deferral / active EE | $1,051 | $5,733-81.7% | $5,054-79.2% | $6,690-84.3% |
| Admin fee / account holder | $21 | $13,329-99.8% | $9,451-99.8% | $13,400-99.8% |