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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 | $2,253 | $78,690-97.1% | $161,489-98.6% | $87,485-97.4% |
| Participation rate | 93.9% | 67.5%+26.5pp | 78.7%+15.2pp | 68.9%+25.0pp |
| Annual return | 63.01% | 32.74%+30.3pp | 89.72%-26.7pp | 26.06%+37.0pp |
| Employer contribution / active EE | $518 | $2,588-80.0% | $4,268-87.9% | $2,596-80.1% |
| Participant deferral / active EE | $591 | $3,311-82.2% | $5,630-89.5% | $4,274-86.2% |
| Admin fee / account holder | $65 | $6,724-99.0% | $16,006-99.6% | $7,775-99.2% |