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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 | $6,958 | $102,385-93.2% | $147,080-95.3% | $80,935-91.4% |
| Participation rate | 85.9% | 75.9%+10.0pp | 82.2%+3.7pp | 67.7%+18.2pp |
| Annual return | 20.99% | 135.09%-114.1pp | 420.17%-399.2pp | 35.66%-14.7pp |
| Employer contribution / active EE | $1,116 | $3,717-70.0% | $4,933-77.4% | $2,757-59.5% |
| Participant deferral / active EE | $2,039 | $6,651-69.3% | $8,066-74.7% | $4,299-52.6% |
| Admin fee / account holder | $250 | $7,951-96.9% | $12,989-98.1% | $6,924-96.4% |