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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 | $2,352 | $107,809-97.8% | $97,032-97.6% | $155,188-98.5% |
| Participation rate | 71.4% | 75.5%-4.0pp | 71.6%-0.1pp | 80.8%-9.4pp |
| Annual return | 21.14% | 38.06%-16.9pp | 35.38%-14.2pp | 148.84%-127.7pp |
| Employer contribution / active EE | $199 | $2,911-93.2% | $2,629-92.4% | $4,248-95.3% |
| Participant deferral / active EE | $497 | $5,129-90.3% | $4,672-89.4% | $6,531-92.4% |
| Admin fee / account holder | $17 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |