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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 | $12,339 | $55,453-77.7% | $170,435-92.8% | $62,293-80.2% |
| Participation rate | 81.1% | 66.4%+14.8pp | 83.6%-2.5pp | 69.5%+11.6pp |
| Annual return | 75.89% | 21.38%+54.5pp | 205.94%-130.0pp | 28.90%+47.0pp |
| Employer contribution / active EE | $372 | $2,164-82.8% | $5,432-93.2% | $2,042-81.8% |
| Participant deferral / active EE | $644 | $2,303-72.0% | $4,939-87.0% | $3,169-79.7% |
| Admin fee / account holder | $23 | $455-94.9% | $13,881-99.8% | $479-95.2% |