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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 | $1,715 | $65,423-97.4% | $98,477-98.3% | $85,856-98.0% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.3%+18.2pp |
| Annual return | 15.76% | 21.76%-6.0pp | 1493.59%-1477.8pp | 318.58%-302.8pp |
| Employer contribution / active EE | $475 | $2,168-78.1% | $2,961-83.9% | $2,565-81.5% |
| Participant deferral / active EE | $740 | $3,167-76.6% | $4,276-82.7% | $3,952-81.3% |
| Admin fee / account holder | $59 | $4,594-98.7% | $5,951-99.0% | $6,261-99.1% |