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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 | $3,331 | $56,116-94.1% | $135,768-97.5% | $86,983-96.2% |
| Participation rate | 87.5% | 60.1%+27.4pp | 71.1%+16.4pp | 69.5%+18.0pp |
| Annual return | 21.18% | 125.33%-104.1pp | 526.10%-504.9pp | 25.83%-4.6pp |
| Employer contribution / active EE | $706 | $1,528-53.8% | $3,394-79.2% | $2,584-72.7% |
| Participant deferral / active EE | $799 | $2,690-70.3% | $3,977-79.9% | $4,194-81.0% |
| Admin fee / account holder | $232 | $4,314-94.6% | $7,048-96.7% | $7,856-97.0% |