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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 | $3,691 | $68,681-94.6% | $86,625-95.7% | $85,851-95.7% |
| Participation rate | 98.0% | 66.4%+31.6pp | 71.6%+26.4pp | 69.3%+28.7pp |
| Annual return | 17.25% | 20.12%-2.9pp | 63.52%-46.3pp | 318.63%-301.4pp |
| Employer contribution / active EE | $1,020 | $1,880-45.8% | $2,496-59.1% | $2,565-60.2% |
| Participant deferral / active EE | $269 | $2,919-90.8% | $3,700-92.7% | $3,952-93.2% |
| Admin fee / account holder | $104 | $5,974-98.3% | $5,830-98.2% | $6,261-98.3% |