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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 | $1,547 | $151,427-99.0% | $112,860-98.6% | $154,746-99.0% |
| Participation rate | 85.7% | 69.1%+16.6pp | 66.3%+19.4pp | 80.7%+5.0pp |
| Annual return | 23.85% | 30.95%-7.1pp | 35.26%-11.4pp | 172.34%-148.5pp |
| Employer contribution / active EE | $359 | $2,750-87.0% | $2,206-83.7% | $4,379-91.8% |
| Participant deferral / active EE | $460 | $4,285-89.3% | $3,493-86.8% | $6,730-93.2% |
| Admin fee / account holder | $21 | $7,369-99.7% | $6,841-99.7% | $14,365-99.9% |