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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 | $2,451 | $79,955-96.9% | $98,450-97.5% | $75,181-96.7% |
| Participation rate | 93.9% | 70.4%+23.6pp | 75.2%+18.8pp | 67.2%+26.7pp |
| Annual return | 65.81% | 19.75%+46.1pp | 21.16%+44.6pp | 160.69%-94.9pp |
| Employer contribution / active EE | $1,127 | $2,264-50.2% | $3,049-63.0% | $2,671-57.8% |
| Participant deferral / active EE | $1,222 | $3,752-67.4% | $4,739-74.2% | $4,126-70.4% |
| Admin fee / account holder | $146 | $6,841-97.9% | $8,961-98.4% | $5,650-97.4% |