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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 | $5,749 | $48,053-88.0% | $84,637-93.2% | $72,976-92.1% |
| Participation rate | 96.9% | 57.6%+39.3pp | 68.2%+28.6pp | 69.5%+27.4pp |
| Annual return | 19.46% | 37.39%-17.9pp | 258.82%-239.4pp | 81.02%-61.6pp |
| Employer contribution / active EE | $4,392 | $1,602+174.2% | $2,653+65.5% | $2,440+80.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $240 | $3,395-92.9% | $4,914-95.1% | $5,124-95.3% |