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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 | $5,771 | $115,225-95.0% | $100,712-94.3% | $138,895-95.8% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.3%+20.7pp | 79.9%+10.1pp |
| Annual return | 57.48% | 40.35%+17.1pp | 33.27%+24.2pp | 145.39%-87.9pp |
| Employer contribution / active EE | $519 | $2,771-81.3% | $2,313-77.5% | $4,194-87.6% |
| Participant deferral / active EE | $601 | $4,699-87.2% | $4,085-85.3% | $6,396-90.6% |
| Admin fee / account holder | $27 | $10,844-99.8% | $9,256-99.7% | $12,562-99.8% |