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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 | $2,185 | $102,245-97.9% | $89,340-97.6% | $137,256-98.4% |
| Participation rate | 73.3% | 74.9%-1.6pp | 69.6%+3.8pp | 80.0%-6.6pp |
| Annual return | 24.39% | 21.89%+2.5pp | 20.57%+3.8pp | 220.34%-196.0pp |
| Employer contribution / active EE | $244 | $2,529-90.3% | $2,231-89.0% | $4,156-94.1% |
| Participant deferral / active EE | $383 | $4,436-91.4% | $3,823-90.0% | $6,407-94.0% |
| Admin fee / account holder | $9 | $8,085-99.9% | $6,704-99.9% | $12,270-99.9% |