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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 | $2,929 | $53,837-94.6% | $75,714-96.1% | $85,847-96.6% |
| Participation rate | 98.3% | 69.1%+29.3pp | 74.8%+23.5pp | 69.3%+29.0pp |
| Annual return | 13.04% | 24.54%-11.5pp | 104.62%-91.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,369 | $2,017-32.1% | $2,744-50.1% | $2,565-46.6% |
| Participant deferral / active EE | $838 | $2,895-71.1% | $3,820-78.1% | $3,952-78.8% |
| Admin fee / account holder | $19 | $3,339-99.4% | $3,619-99.5% | $6,261-99.7% |