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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 | $2,955 | $112,915-97.4% | $90,965-96.8% | $158,950-98.1% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 18.16% | 215.75%-197.6pp | 134.57%-116.4pp | 302.91%-284.7pp |
| Employer contribution / active EE | $556 | $2,894-80.8% | $2,122-73.8% | $4,762-88.3% |
| Participant deferral / active EE | $902 | $4,128-78.1% | $3,373-73.3% | $5,983-84.9% |
| Admin fee / account holder | $31 | $8,044-99.6% | $5,960-99.5% | $11,248-99.7% |