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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 | $1,953 | $47,479-95.9% | $62,929-96.9% | $82,448-97.6% |
| Participation rate | 85.7% | 66.9%+18.8pp | 73.1%+12.6pp | 68.1%+17.6pp |
| Annual return | 18.56% | 20.34%-1.8pp | 1063.93%-1045.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $439 | $1,885-76.7% | $2,505-82.5% | $2,551-82.8% |
| Participant deferral / active EE | $561 | $2,870-80.4% | $3,888-85.6% | $4,139-86.4% |
| Admin fee / account holder | $265 | $3,804-93.0% | $5,065-94.8% | $7,234-96.3% |