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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 | $1,565 | $57,305-97.3% | $86,640-98.2% | $75,173-97.9% |
| Participation rate | 93.8% | 63.2%+30.5pp | 71.7%+22.0pp | 67.2%+26.5pp |
| Annual return | 24.00% | 2674.24%-2650.2pp | 592.52%-568.5pp | 160.72%-136.7pp |
| Employer contribution / active EE | $484 | $2,316-79.1% | $3,024-84.0% | $2,671-81.9% |
| Participant deferral / active EE | $289 | $3,320-91.3% | $4,438-93.5% | $4,126-93.0% |
| Admin fee / account holder | $3 | $4,116-99.9% | $5,616-99.9% | $5,651-99.9% |