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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 | $1,594 | $57,330-97.2% | $86,656-98.2% | $75,177-97.9% |
| Participation rate | 90.0% | 63.2%+26.8pp | 71.7%+18.3pp | 67.2%+22.8pp |
| Annual return | 40.41% | 2675.40%-2635.0pp | 593.09%-552.7pp | 160.75%-120.3pp |
| Employer contribution / active EE | $726 | $2,316-68.7% | $3,025-76.0% | $2,671-72.8% |
| Participant deferral / active EE | $778 | $3,320-76.6% | $4,439-82.5% | $4,126-81.1% |
| Admin fee / account holder | $98 | $4,115-97.6% | $5,619-98.3% | $5,651-98.3% |