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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 | $107,666-98.4% | $102,184-98.3% | $154,746-98.9% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 23.20% | 29.33%-6.1pp | 31.58%-8.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $628 | $3,846-83.7% | $3,594-82.5% | $4,379-85.7% |
| Participant deferral / active EE | $628 | $8,719-92.8% | $8,309-92.4% | $6,730-90.7% |
| Admin fee / account holder | $16 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |