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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 | $10,341 | $72,177-85.7% | $115,038-91.0% | $59,633-82.7% |
| Participation rate | 74.1% | 72.6%+1.5pp | 81.4%-7.3pp | 68.7%+5.4pp |
| Annual return | 107.69% | 12.02%+95.7pp | 26.14%+81.6pp | 2041.45%-1933.8pp |
| Employer contribution / active EE | $1,681 | $2,841-40.8% | $4,608-63.5% | $2,203-23.7% |
| Participant deferral / active EE | $1,509 | $4,783-68.5% | $6,026-75.0% | $3,192-52.7% |
| Admin fee / account holder | $42 | $4,927-99.1% | $8,175-99.5% | $4,297-99.0% |