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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 | $1,814 | $116,203-98.4% | $93,621-98.1% | $152,897-98.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 149.01% | 35.96%+113.0pp | 32.76%+116.3pp | 345.43%-196.4pp |
| Employer contribution / active EE | $1,141 | $3,219-64.6% | $2,719-58.0% | $4,764-76.1% |
| Participant deferral / active EE | $1,248 | $4,605-72.9% | $4,070-69.3% | $5,851-78.7% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |