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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 | $3,108 | $75,962-95.9% | $154,111-98.0% | $64,173-95.2% |
| Participation rate | 89.8% | 70.4%+19.4pp | 83.0%+6.8pp | 69.6%+20.2pp |
| Annual return | 7.83% | 30.32%-22.5pp | 735.18%-727.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $953 | $3,350-71.6% | $5,298-82.0% | $2,381-60.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $95 | $5,589-98.3% | $13,411-99.3% | $4,887-98.1% |