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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 | $76,407-96.4% | $150,298-98.2% | $82,448-96.7% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 95.79% | 39.99%+55.8pp | 62.79%+33.0pp | 41.64%+54.1pp |
| Employer contribution / active EE | $663 | $2,614-74.6% | $4,154-84.0% | $2,551-74.0% |
| Participant deferral / active EE | $749 | $3,214-76.7% | $5,453-86.3% | $4,139-81.9% |
| Admin fee / account holder | $196 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |