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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 | $2,379 | $106,923-97.8% | $84,023-97.2% | $152,909-98.4% |
| Participation rate | 83.3% | 75.3%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 34.72% | 105.02%-70.3pp | 71.32%-36.6pp | 345.46%-310.7pp |
| Employer contribution / active EE | $412 | $2,735-85.0% | $1,984-79.3% | $4,764-91.4% |
| Participant deferral / active EE | $611 | $4,013-84.8% | $3,239-81.1% | $5,851-89.6% |
| Admin fee / account holder | $11 | $8,289-99.9% | $6,102-99.8% | $11,601-99.9% |