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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 | $2,159 | $61,125-96.5% | $94,057-97.7% | $87,485-97.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.3%+23.0pp | 68.9%+27.4pp |
| Annual return | 22.90% | 35.20%-12.3pp | 480.62%-457.7pp | 26.06%-3.2pp |
| Employer contribution / active EE | $494 | $2,136-76.9% | $2,933-83.1% | $2,596-81.0% |
| Participant deferral / active EE | $758 | $3,260-76.7% | $4,709-83.9% | $4,274-82.3% |
| Admin fee / account holder | $80 | $5,629-98.6% | $7,244-98.9% | $7,775-99.0% |