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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 | $3,273 | $49,896-93.4% | $80,627-95.9% | $75,173-95.6% |
| Participation rate | 87.3% | 55.3%+32.0pp | 67.0%+20.3pp | 67.2%+20.1pp |
| Annual return | 15.90% | 34.67%-18.8pp | 936.76%-920.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,394 | $1,699-17.9% | $2,723-48.8% | $2,671-47.8% |
| Participant deferral / active EE | $677 | $2,992-77.4% | $4,443-84.8% | $4,126-83.6% |
| Admin fee / account holder | $61 | $3,578-98.3% | $5,381-98.9% | $5,651-98.9% |