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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 | $115,225-97.1% | $100,712-96.7% | $138,895-97.6% |
| Participation rate | 77.8% | 74.3%+3.4pp | 69.3%+8.5pp | 79.9%-2.1pp |
| Annual return | 21.44% | 40.35%-18.9pp | 33.27%-11.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $569 | $2,771-79.5% | $2,313-75.4% | $4,194-86.4% |
| Participant deferral / active EE | $679 | $4,699-85.6% | $4,085-83.4% | $6,396-89.4% |
| Admin fee / account holder | $168 | $10,844-98.5% | $9,256-98.2% | $12,562-98.7% |