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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 | $1,850 | $58,258-96.8% | $81,820-97.7% | $80,925-97.7% |
| Participation rate | 79.5% | 63.5%+16.1pp | 72.4%+7.2pp | 67.7%+11.9pp |
| Annual return | 16.42% | 41.76%-25.3pp | 777.93%-761.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $513 | $2,345-78.1% | $2,915-82.4% | $2,756-81.4% |
| Participant deferral / active EE | $692 | $3,284-78.9% | $4,323-84.0% | $4,299-83.9% |
| Admin fee / account holder | $17 | $4,976-99.7% | $7,391-99.8% | $6,940-99.8% |