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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 | $56,116-97.2% | $135,768-98.8% | $86,983-98.2% |
| Participation rate | 82.7% | 60.1%+22.6pp | 71.1%+11.6pp | 69.5%+13.2pp |
| Annual return | 23.69% | 125.33%-101.6pp | 526.10%-502.4pp | 25.83%-2.1pp |
| Employer contribution / active EE | $252 | $1,528-83.5% | $3,394-92.6% | $2,584-90.2% |
| Participant deferral / active EE | $201 | $2,690-92.5% | $3,977-94.9% | $4,194-95.2% |
| Admin fee / account holder | $17 | $4,314-99.6% | $7,048-99.8% | $7,856-99.8% |