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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 | $2,183 | $117,829-98.1% | $102,423-97.9% | $145,877-98.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 29.07% | 31.83%-2.8pp | 29.42%-0.4pp | 551.28%-522.2pp |
| Employer contribution / active EE | $909 | $3,615-74.9% | $3,023-69.9% | $4,663-80.5% |
| Participant deferral / active EE | $1,350 | $5,732-76.4% | $5,054-73.3% | $6,691-79.8% |
| Admin fee / account holder | $15 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |