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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 | $1,572 | $63,342-97.5% | $92,236-98.3% | $70,131-97.8% |
| Participation rate | 78.9% | 68.7%+10.3pp | 76.5%+2.5pp | 69.5%+9.4pp |
| Annual return | 27.88% | 530.15%-502.3pp | 176.29%-148.4pp | 73.14%-45.3pp |
| Employer contribution / active EE | $531 | $2,471-78.5% | $3,679-85.6% | $2,342-77.4% |
| Participant deferral / active EE | $725 | $2,854-74.6% | $3,897-81.4% | $3,332-78.2% |
| Admin fee / account holder | $85 | $3,840-97.8% | $5,194-98.4% | $4,645-98.2% |