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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 | $1,569 | $56,431-97.2% | $130,788-98.8% | $87,485-98.2% |
| Participation rate | 82.7% | 58.9%+23.7pp | 70.1%+12.6pp | 68.9%+13.8pp |
| Annual return | 23.69% | 91.27%-67.6pp | 386.44%-362.8pp | 26.06%-2.4pp |
| Employer contribution / active EE | $252 | $1,549-83.7% | $3,558-92.9% | $2,596-90.3% |
| Participant deferral / active EE | $201 | $2,749-92.7% | $4,137-95.1% | $4,274-95.3% |
| Admin fee / account holder | $17 | $4,433-99.6% | $6,673-99.7% | $7,775-99.8% |