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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 | $1,294 | $110,278-98.8% | $95,740-98.6% | $139,466-99.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 24.61% | 27.19%-2.6pp | 28.41%-3.8pp | 373.66%-349.1pp |
| Employer contribution / active EE | $389 | $3,260-88.1% | $2,836-86.3% | $4,754-91.8% |
| Participant deferral / active EE | $389 | $4,674-91.7% | $4,244-90.8% | $6,712-94.2% |
| Admin fee / account holder | $2 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |