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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 | $12,062 | $116,203-89.6% | $93,621-87.1% | $152,909-92.1% |
| Participation rate | 81.8% | 78.1%+3.8pp | 75.8%+6.0pp | 82.5%-0.6pp |
| Annual return | 20.52% | 35.96%-15.4pp | 32.76%-12.2pp | 345.46%-324.9pp |
| Employer contribution / active EE | $770 | $3,219-76.1% | $2,719-71.7% | $4,764-83.8% |
| Participant deferral / active EE | $780 | $4,605-83.1% | $4,070-80.8% | $5,851-86.7% |
| Admin fee / account holder | $158 | $10,751-98.5% | $7,890-98.0% | $11,601-98.6% |