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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 | $5,421 | $102,429-94.7% | $147,096-96.3% | $80,925-93.3% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 16.02% | 135.02%-119.0pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,022 | $3,716-72.5% | $4,936-79.3% | $2,756-62.9% |
| Participant deferral / active EE | $1,352 | $6,649-79.7% | $8,071-83.2% | $4,299-68.5% |
| Admin fee / account holder | $272 | $7,957-96.6% | $13,005-97.9% | $6,940-96.1% |