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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 | $1,990 | $56,431-96.5% | $130,788-98.5% | $87,485-97.7% |
| Participation rate | 95.7% | 58.9%+36.7pp | 70.1%+25.6pp | 68.9%+26.7pp |
| Annual return | 33.78% | 91.27%-57.5pp | 386.44%-352.7pp | 26.06%+7.7pp |
| Employer contribution / active EE | $651 | $1,549-58.0% | $3,558-81.7% | $2,596-74.9% |
| Participant deferral / active EE | $661 | $2,749-75.9% | $4,137-84.0% | $4,274-84.5% |
| Admin fee / account holder | $92 | $4,433-97.9% | $6,673-98.6% | $7,775-98.8% |