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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 | $7,597 | $85,766-91.1% | $136,298-94.4% | $70,126-89.2% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 21.00% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.1pp |
| Employer contribution / active EE | $4,096 | $2,966+38.1% | $4,696-12.8% | $2,343+74.9% |
| Participant deferral / active EE | $1,678 | $5,051-66.8% | $6,247-73.1% | $3,332-49.6% |
| Admin fee / account holder | $81 | $5,421-98.5% | $9,244-99.1% | $4,645-98.3% |