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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 | $3,736 | $155,555-97.6% | $146,866-97.5% | $155,188-97.6% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 29.38% | 115.41%-86.0pp | 102.85%-73.5pp | 148.84%-119.5pp |
| Employer contribution / active EE | $828 | $4,647-82.2% | $4,425-81.3% | $4,248-80.5% |
| Participant deferral / active EE | $2,361 | $8,044-70.7% | $7,759-69.6% | $6,531-63.9% |
| Admin fee / account holder | $11 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |