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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 | $775 | $94,439-99.2% | $73,658-98.9% | $154,746-99.5% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 14.79% | 28.25%-13.5pp | 29.72%-14.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $142 | $1,257-88.7% | $1,032-86.2% | $4,379-96.7% |
| Participant deferral / active EE | $156 | $2,527-93.8% | $2,062-92.4% | $6,730-97.7% |
| Admin fee / account holder | $120 | $3,843-96.9% | $3,357-96.4% | $14,365-99.2% |