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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 | $10,415 | $48,570-78.6% | $130,660-92.0% | $72,975-85.7% |
| Participation rate | 80.2% | 58.6%+21.7pp | 71.7%+8.5pp | 69.5%+10.8pp |
| Annual return | 19.08% | 38.63%-19.5pp | 1709.29%-1690.2pp | 81.01%-61.9pp |
| Employer contribution / active EE | $332 | $1,334-75.1% | $4,092-91.9% | $2,440-86.4% |
| Participant deferral / active EE | $847 | $2,384-64.5% | $3,603-76.5% | $3,608-76.5% |
| Admin fee / account holder | $209 | $3,549-94.1% | $5,463-96.2% | $5,124-95.9% |