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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 | $1,309 | $58,311-97.8% | $81,882-98.4% | $80,959-98.4% |
| Participation rate | 72.1% | 63.5%+8.6pp | 72.4%-0.3pp | 67.7%+4.4pp |
| Annual return | 18.94% | 41.85%-22.9pp | 779.47%-760.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $646 | $3,287-80.4% | $4,323-85.1% | $4,300-85.0% |
| Admin fee / account holder | $114 | $4,752-97.6% | $7,360-98.5% | $6,925-98.4% |