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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 | $3,193 | $183,516-98.3% | $155,534-97.9% | $145,884-97.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 27.02% | 61.43%-34.4pp | 64.92%-37.9pp | 551.85%-524.8pp |
| Employer contribution / active EE | $1,097 | $5,315-79.4% | $4,675-76.5% | $4,662-76.5% |
| Participant deferral / active EE | $1,262 | $6,467-80.5% | $5,630-77.6% | $6,690-81.1% |
| Admin fee / account holder | $179 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |