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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 | $22,047 | $105,200-79.0% | $159,474-86.2% | $85,847-74.3% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.8%-6.7pp | 69.3%+6.8pp |
| Annual return | 13.55% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $1,248 | $3,319-62.4% | $4,831-74.2% | $2,565-51.3% |
| Participant deferral / active EE | $2,182 | $5,946-63.3% | $7,353-70.3% | $3,952-44.8% |
| Admin fee / account holder | $24 | $6,934-99.7% | $10,802-99.8% | $6,261-99.6% |