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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 | $7,758 | $85,171-90.9% | $172,753-95.5% | $72,976-89.4% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 16.33% | 27.32%-11.0pp | 803.00%-786.7pp | 81.02%-64.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $801 | $3,260-75.4% | $5,198-84.6% | $3,608-77.8% |
| Admin fee / account holder | $55 | $5,880-99.1% | $13,956-99.6% | $5,124-98.9% |