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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 | $3,191 | $102,245-96.9% | $89,340-96.4% | $137,256-97.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.93% | 21.89%+2.0pp | 20.57%+3.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $648 | $2,529-74.4% | $2,231-71.0% | $4,156-84.4% |
| Participant deferral / active EE | $714 | $4,436-83.9% | $3,823-81.3% | $6,407-88.9% |
| Admin fee / account holder | $14 | $8,085-99.8% | $6,704-99.8% | $12,270-99.9% |