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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 | $580 | $56,116-99.0% | $135,768-99.6% | $86,983-99.3% |
| Participation rate | 81.3% | 60.1%+21.1pp | 71.1%+10.2pp | 69.5%+11.7pp |
| Annual return | 31.42% | 125.33%-93.9pp | 526.10%-494.7pp | 25.83%+5.6pp |
| Employer contribution / active EE | $234 | $1,528-84.7% | $3,394-93.1% | $2,584-91.0% |
| Participant deferral / active EE | $176 | $2,690-93.5% | $3,977-95.6% | $4,194-95.8% |
| Admin fee / account holder | $9 | $4,314-99.8% | $7,048-99.9% | $7,856-99.9% |