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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 | $2,220 | $202,440-98.9% | $169,390-98.7% | $139,466-98.4% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 26.88% | 532.36%-505.5pp | 406.07%-379.2pp | 373.66%-346.8pp |
| Employer contribution / active EE | $669 | $4,693-85.7% | $4,013-83.3% | $4,754-85.9% |
| Participant deferral / active EE | $790 | $6,940-88.6% | $6,222-87.3% | $6,712-88.2% |
| Admin fee / account holder | $133 | $10,722-98.8% | $9,015-98.5% | $11,409-98.8% |