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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 | $3,317 | $176,786-98.1% | $146,643-97.7% | $167,536-98.0% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 23.71% | 24.04%-0.3pp | 22.75%+1.0pp | 478.82%-455.1pp |
| Employer contribution / active EE | $1,207 | $5,161-76.6% | $4,137-70.8% | $4,839-75.1% |
| Participant deferral / active EE | $1,302 | $6,440-79.8% | $5,506-76.4% | $6,342-79.5% |
| Admin fee / account holder | $33 | $13,262-99.8% | $10,280-99.7% | $12,315-99.7% |