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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 | $6,557 | $44,850-85.4% | $60,547-89.2% | $59,633-89.0% |
| Participation rate | 96.5% | 59.5%+37.0pp | 68.0%+28.5pp | 68.7%+27.8pp |
| Annual return | 14.81% | 1074.14%-1059.3pp | 335.64%-320.8pp | 2041.45%-2026.6pp |
| Employer contribution / active EE | $2,162 | $1,462+47.9% | $2,419-10.6% | $2,203-1.9% |
| Participant deferral / active EE | $239 | $2,230-89.3% | $3,328-92.8% | $3,192-92.5% |
| Admin fee / account holder | $3 | $3,635-99.9% | $4,536-99.9% | $4,297-99.9% |