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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 | $3,806 | $77,419-95.1% | $69,461-94.5% | $152,885-97.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 74.6%-1.9pp | 82.5%-9.7pp |
| Annual return | 56.99% | 39.07%+17.9pp | 28.97%+28.0pp | 345.39%-288.4pp |
| Employer contribution / active EE | $784 | $3,315-76.4% | $2,779-71.8% | $4,763-83.5% |
| Participant deferral / active EE | $821 | $4,414-81.4% | $3,536-76.8% | $5,851-86.0% |
| Admin fee / account holder | $13 | $6,207-99.8% | $3,840-99.7% | $11,598-99.9% |