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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 | $2,747 | $77,814-96.5% | $158,223-98.3% | $86,983-96.8% |
| Participation rate | 88.9% | 68.4%+20.5pp | 79.2%+9.7pp | 69.5%+19.3pp |
| Annual return | 95.79% | 30.54%+65.2pp | 52.09%+43.7pp | 25.83%+70.0pp |
| Employer contribution / active EE | $663 | $2,592-74.4% | $4,109-83.9% | $2,584-74.3% |
| Participant deferral / active EE | $749 | $3,270-77.1% | $5,467-86.3% | $4,194-82.1% |
| Admin fee / account holder | $196 | $5,879-96.7% | $16,047-98.8% | $7,856-97.5% |