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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 | $78,690-96.5% | $161,489-98.3% | $87,485-96.9% |
| Participation rate | 88.9% | 67.5%+21.4pp | 78.7%+10.2pp | 68.9%+20.0pp |
| Annual return | 95.79% | 32.74%+63.0pp | 89.72%+6.1pp | 26.06%+69.7pp |
| Employer contribution / active EE | $663 | $2,588-74.4% | $4,268-84.5% | $2,596-74.5% |
| Participant deferral / active EE | $749 | $3,311-77.4% | $5,630-86.7% | $4,274-82.5% |
| Admin fee / account holder | $196 | $6,724-97.1% | $16,006-98.8% | $7,775-97.5% |