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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 | $3,082 | $183,516-98.3% | $155,534-98.0% | $145,884-97.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 31.10% | 61.43%-30.3pp | 64.92%-33.8pp | 551.85%-520.7pp |
| Employer contribution / active EE | $1,128 | $5,315-78.8% | $4,675-75.9% | $4,662-75.8% |
| Participant deferral / active EE | $1,709 | $6,467-73.6% | $5,630-69.6% | $6,690-74.4% |
| Admin fee / account holder | $14 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |