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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 | $8,512 | $102,385-91.7% | $147,080-94.2% | $80,935-89.5% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 13.74% | 135.09%-121.4pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,095 | $3,717-70.5% | $4,933-77.8% | $2,757-60.3% |
| Participant deferral / active EE | $1,813 | $6,651-72.7% | $8,066-77.5% | $4,299-57.8% |
| Admin fee / account holder | $108 | $7,951-98.6% | $12,989-99.2% | $6,924-98.4% |