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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 | $2,198 | $87,166-97.5% | $76,735-97.1% | $137,256-98.4% |
| Participation rate | 95.2% | 74.4%+20.9pp | 69.5%+25.7pp | 80.0%+15.3pp |
| Annual return | 34.77% | 26.50%+8.3pp | 29.77%+5.0pp | 220.34%-185.6pp |
| Employer contribution / active EE | $626 | $2,904-78.4% | $2,454-74.5% | $4,156-84.9% |
| Participant deferral / active EE | $775 | $4,726-83.6% | $4,088-81.0% | $6,407-87.9% |
| Admin fee / account holder | $121 | $8,403-98.6% | $7,189-98.3% | $12,270-99.0% |