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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 | $1,272 | $37,156-96.6% | $83,854-98.5% | $86,983-98.5% |
| Participation rate | 84.4% | 49.1%+35.4pp | 59.1%+25.3pp | 69.5%+14.9pp |
| Annual return | 47.47% | 29.88%+17.6pp | 31.39%+16.1pp | 25.83%+21.6pp |
| Employer contribution / active EE | $11 | $661-98.3% | $1,017-98.9% | $2,584-99.6% |
| Participant deferral / active EE | $167 | $1,418-88.2% | $2,035-91.8% | $4,194-96.0% |
| Admin fee / account holder | $113 | $2,510-95.5% | $3,197-96.5% | $7,856-98.6% |