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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 | $102,393-93.2% | $147,041-95.3% | $80,911-91.4% |
| Participation rate | 85.9% | 75.9%+10.0pp | 82.2%+3.7pp | 67.6%+18.2pp |
| Annual return | 20.99% | 134.95%-114.0pp | 419.21%-398.2pp | 35.63%-14.6pp |
| Employer contribution / active EE | $1,116 | $3,715-70.0% | $4,935-77.4% | $2,756-59.5% |
| Participant deferral / active EE | $2,039 | $6,647-69.3% | $8,071-74.7% | $4,297-52.5% |
| Admin fee / account holder | $250 | $7,943-96.8% | $13,006-98.1% | $6,935-96.4% |