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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 | $1,488 | $34,316-95.7% | $74,722-98.0% | $72,975-98.0% |
| Participation rate | 90.6% | 42.4%+48.2pp | 54.5%+36.1pp | 69.5%+21.1pp |
| Annual return | 27.78% | 26.58%+1.2pp | 753.11%-725.3pp | 81.01%-53.2pp |
| Employer contribution / active EE | $177 | $692-74.4% | $1,084-83.7% | $2,440-92.8% |
| Participant deferral / active EE | $293 | $1,272-77.0% | $1,963-85.1% | $3,608-91.9% |
| Admin fee / account holder | $19 | $2,125-99.1% | $3,335-99.4% | $5,124-99.6% |