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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 | $1,766 | $97,289-98.2% | $92,805-98.1% | $155,188-98.9% |
| Participation rate | 88.9% | 84.2%+4.7pp | 83.5%+5.4pp | 80.8%+8.1pp |
| Annual return | 23.20% | 29.03%-5.8pp | 31.59%-8.4pp | 148.84%-125.6pp |
| Employer contribution / active EE | $628 | $3,632-82.7% | $3,424-81.7% | $4,248-85.2% |
| Participant deferral / active EE | $628 | $8,795-92.9% | $8,448-92.6% | $6,531-90.4% |
| Admin fee / account holder | $16 | $12,015-99.9% | $10,911-99.9% | $14,480-99.9% |