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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 | $5,668 | $85,171-93.3% | $172,752-96.7% | $72,975-92.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.10% | 27.32%-4.2pp | 802.97%-779.9pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,163 | $3,324-65.0% | $5,144-77.4% | $2,440-52.4% |
| Participant deferral / active EE | $438 | $3,260-86.6% | $5,198-91.6% | $3,608-87.8% |
| Admin fee / account holder | $164 | $5,880-97.2% | $13,955-98.8% | $5,124-96.8% |