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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 | $2,746 | $69,590-96.1% | $136,867-98.0% | $94,015-97.1% |
| Participation rate | 93.3% | 66.3%+27.0pp | 74.5%+18.8pp | 70.8%+22.5pp |
| Annual return | 20.66% | 19.62%+1.0pp | 42.97%-22.3pp | 17.84%+2.8pp |
| Employer contribution / active EE | $410 | $2,396-82.9% | $3,547-88.5% | $2,790-85.3% |
| Participant deferral / active EE | $859 | $3,437-75.0% | $4,924-82.6% | $4,249-79.8% |
| Admin fee / account holder | $35 | $8,912-99.6% | $10,340-99.7% | $8,951-99.6% |