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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 | $2,863 | $88,754-96.8% | $81,820-96.5% | $145,877-98.0% |
| Participation rate | 72.7% | 75.1%-2.4pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 12.83% | 1031.77%-1018.9pp | 777.93%-765.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,026 | $3,085-66.7% | $2,915-64.8% | $4,663-78.0% |
| Participant deferral / active EE | $488 | $4,648-89.5% | $4,323-88.7% | $6,691-92.7% |
| Admin fee / account holder | $35 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |