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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 | $3,117 | $93,589-96.7% | $135,942-97.7% | $75,181-95.9% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 48.06% | 30.90%+17.2pp | 68.28%-20.2pp | 160.69%-112.6pp |
| Employer contribution / active EE | $883 | $3,537-75.0% | $4,858-81.8% | $2,671-66.9% |
| Participant deferral / active EE | $1,771 | $6,405-72.3% | $7,759-77.2% | $4,126-57.1% |
| Admin fee / account holder | $19 | $6,977-99.7% | $10,764-99.8% | $5,650-99.7% |