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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 | $3,145 | $96,643-96.7% | $86,617-96.4% | $139,456-97.7% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 23.30% | 106.57%-83.3pp | 591.91%-568.6pp | 373.45%-350.1pp |
| Employer contribution / active EE | $680 | $3,264-79.2% | $3,023-77.5% | $4,753-85.7% |
| Participant deferral / active EE | $838 | $4,835-82.7% | $4,437-81.1% | $6,711-87.5% |
| Admin fee / account holder | $136 | $6,406-97.9% | $5,613-97.6% | $11,407-98.8% |