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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 | $775 | $67,823-98.9% | $52,425-98.5% | $137,256-99.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 14.79% | 219.11%-204.3pp | 302.12%-287.3pp | 220.34%-205.6pp |
| Employer contribution / active EE | $142 | $1,163-87.8% | $914-84.4% | $4,156-96.6% |
| Participant deferral / active EE | $156 | $2,288-93.2% | $1,790-91.3% | $6,407-97.6% |
| Admin fee / account holder | $120 | $2,844-95.8% | $2,495-95.2% | $12,270-99.0% |