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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 | $2,288 | $107,809-97.9% | $97,032-97.6% | $155,188-98.5% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 23.76% | 38.06%-14.3pp | 35.38%-11.6pp | 148.84%-125.1pp |
| Employer contribution / active EE | $679 | $2,911-76.7% | $2,629-74.2% | $4,248-84.0% |
| Participant deferral / active EE | $811 | $5,129-84.2% | $4,672-82.6% | $6,531-87.6% |
| Admin fee / account holder | $268 | $10,717-97.5% | $9,418-97.2% | $14,480-98.2% |