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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 | $1,951 | $104,709-98.1% | $85,705-97.7% | $167,553-98.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 25.94% | 21.45%+4.5pp | 21.49%+4.4pp | 478.89%-453.0pp |
| Employer contribution / active EE | $508 | $3,338-84.8% | $2,619-80.6% | $4,840-89.5% |
| Participant deferral / active EE | $607 | $4,827-87.4% | $3,924-84.5% | $6,343-90.4% |
| Admin fee / account holder | $2 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |