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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 | $2,612 | $89,367-97.1% | $141,191-98.2% | $72,975-96.4% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 40.06% | 111.87%-71.8pp | 71.41%-31.3pp | 81.01%-41.0pp |
| Employer contribution / active EE | $839 | $3,115-73.1% | $4,736-82.3% | $2,440-65.6% |
| Participant deferral / active EE | $1,669 | $5,419-69.2% | $6,710-75.1% | $3,608-53.7% |
| Admin fee / account holder | $116 | $5,957-98.1% | $10,264-98.9% | $5,124-97.7% |