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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 | $1,758 | $56,134-96.9% | $96,171-98.2% | $85,847-98.0% |
| Participation rate | 72.9% | 56.7%+16.2pp | 68.4%+4.5pp | 69.3%+3.6pp |
| Annual return | 18.68% | 42.30%-23.6pp | 192.04%-173.4pp | 318.61%-299.9pp |
| Employer contribution / active EE | $257 | $1,620-84.1% | $2,799-90.8% | $2,565-90.0% |
| Participant deferral / active EE | $562 | $2,858-80.3% | $4,350-87.1% | $3,952-85.8% |
| Admin fee / account holder | $65 | $3,769-98.3% | $5,538-98.8% | $6,261-99.0% |