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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 | $4,376 | $115,225-96.2% | $100,712-95.7% | $138,895-96.8% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 22.64% | 40.35%-17.7pp | 33.27%-10.6pp | 145.39%-122.8pp |
| Employer contribution / active EE | $596 | $2,771-78.5% | $2,313-74.2% | $4,194-85.8% |
| Participant deferral / active EE | $907 | $4,699-80.7% | $4,085-77.8% | $6,396-85.8% |
| Admin fee / account holder | $91 | $10,844-99.2% | $9,256-99.0% | $12,562-99.3% |