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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 | $107,733-98.0% | $92,985-97.6% | $154,746-98.6% |
| Participation rate | 95.2% | 74.6%+20.7pp | 69.5%+25.7pp | 80.7%+14.5pp |
| Annual return | 34.77% | 30.39%+4.4pp | 27.99%+6.8pp | 172.34%-137.6pp |
| Employer contribution / active EE | $626 | $3,126-80.0% | $2,662-76.5% | $4,379-85.7% |
| Participant deferral / active EE | $775 | $5,053-84.7% | $4,377-82.3% | $6,730-88.5% |
| Admin fee / account holder | $121 | $11,369-98.9% | $9,463-98.7% | $14,365-99.2% |