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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 | $3,390 | $91,559-96.3% | $133,971-97.5% | $79,852-95.8% |
| Participation rate | 92.4% | 73.3%+19.1pp | 79.8%+12.6pp | 69.6%+22.8pp |
| Annual return | 46.87% | 61.85%-15.0pp | 45.09%+1.8pp | 31.72%+15.1pp |
| Employer contribution / active EE | $582 | $2,384-75.6% | $3,919-85.1% | $2,471-76.4% |
| Participant deferral / active EE | $1,589 | $3,734-57.4% | $5,047-68.5% | $3,740-57.5% |
| Admin fee / account holder | $198 | $6,321-96.9% | $8,929-97.8% | $5,306-96.3% |