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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 | $52,353-97.0% | $120,225-98.7% | $82,448-98.1% |
| Participation rate | 82.7% | 58.3%+24.4pp | 69.6%+13.1pp | 68.1%+14.6pp |
| Annual return | 23.69% | 61.85%-38.2pp | 439.23%-415.5pp | 41.64%-18.0pp |
| Employer contribution / active EE | $252 | $1,510-83.3% | $3,475-92.7% | $2,551-90.1% |
| Participant deferral / active EE | $201 | $2,627-92.4% | $3,999-95.0% | $4,139-95.1% |
| Admin fee / account holder | $17 | $4,363-99.6% | $5,696-99.7% | $7,234-99.8% |