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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 | $1,789 | $100,073-98.2% | $85,126-97.9% | $145,877-98.8% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 37.05% | 84.11%-47.1pp | 66.63%-29.6pp | 551.28%-514.2pp |
| Employer contribution / active EE | $559 | $3,236-82.7% | $2,731-79.5% | $4,663-88.0% |
| Participant deferral / active EE | $914 | $5,294-82.7% | $4,523-79.8% | $6,691-86.3% |
| Admin fee / account holder | $48 | $7,261-99.3% | $6,160-99.2% | $13,402-99.6% |