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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 | $56,116-96.5% | $135,768-98.5% | $86,983-97.7% |
| Participation rate | 95.7% | 60.1%+35.5pp | 71.1%+24.6pp | 69.5%+26.1pp |
| Annual return | 33.78% | 125.33%-91.5pp | 526.10%-492.3pp | 25.83%+8.0pp |
| Employer contribution / active EE | $651 | $1,528-57.4% | $3,394-80.8% | $2,584-74.8% |
| Participant deferral / active EE | $661 | $2,690-75.4% | $3,977-83.4% | $4,194-84.2% |
| Admin fee / account holder | $92 | $4,314-97.9% | $7,048-98.7% | $7,856-98.8% |