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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 | $2,253 | $76,407-97.1% | $150,298-98.5% | $82,448-97.3% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 63.01% | 39.99%+23.0pp | 62.79%+0.2pp | 41.64%+21.4pp |
| Employer contribution / active EE | $518 | $2,614-80.2% | $4,154-87.5% | $2,551-79.7% |
| Participant deferral / active EE | $591 | $3,214-81.6% | $5,453-89.2% | $4,139-85.7% |
| Admin fee / account holder | $65 | $6,352-99.0% | $14,116-99.5% | $7,234-99.1% |