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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 | $4,223 | $115,911-96.4% | $100,530-95.8% | $158,950-97.3% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 13.98% | 34.80%-20.8pp | 30.89%-16.9pp | 302.91%-288.9pp |
| Employer contribution / active EE | $719 | $4,104-82.5% | $3,418-79.0% | $4,762-84.9% |
| Participant deferral / active EE | $760 | $6,676-88.6% | $6,271-87.9% | $5,983-87.3% |
| Admin fee / account holder | $221 | $10,999-98.0% | $8,083-97.3% | $11,248-98.0% |