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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 | $4,391 | $98,776-95.6% | $149,745-97.1% | $79,856-94.5% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 34.73% | 27.38%+7.4pp | 276.72%-242.0pp | 31.71%+3.0pp |
| Employer contribution / active EE | $980 | $3,217-69.5% | $4,646-78.9% | $2,471-60.3% |
| Participant deferral / active EE | $1,949 | $5,681-65.7% | $6,843-71.5% | $3,741-47.9% |
| Admin fee / account holder | $93 | $6,053-98.5% | $9,312-99.0% | $5,306-98.3% |