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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 | $4,456 | $102,385-95.6% | $147,080-97.0% | $80,935-94.5% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 13.90% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,075 | $3,717-71.1% | $4,933-78.2% | $2,757-61.0% |
| Participant deferral / active EE | $1,223 | $6,651-81.6% | $8,066-84.8% | $4,299-71.6% |
| Admin fee / account holder | $92 | $7,951-98.8% | $12,989-99.3% | $6,924-98.7% |