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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 | $3,350 | $123,155-97.3% | $108,753-96.9% | $155,188-97.8% |
| Participation rate | 77.8% | 75.6%+2.1pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 21.44% | 44.73%-23.3pp | 37.47%-16.0pp | 148.84%-127.4pp |
| Employer contribution / active EE | $569 | $2,811-79.8% | $2,427-76.6% | $4,248-86.6% |
| Participant deferral / active EE | $679 | $4,623-85.3% | $4,115-83.5% | $6,531-89.6% |
| Admin fee / account holder | $168 | $12,126-98.6% | $10,320-98.4% | $14,480-98.8% |