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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 | $8,162 | $166,020-95.1% | $164,866-95.0% | $145,959-94.4% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 44.66% | 100.08%-55.4pp | 69.97%-25.3pp | 561.95%-517.3pp |
| Employer contribution / active EE | $2,544 | $5,275-51.8% | $4,343-41.4% | $4,661-45.4% |
| Participant deferral / active EE | $738 | $6,961-89.4% | $6,033-87.8% | $6,689-89.0% |
| Admin fee / account holder | $168 | $16,644-99.0% | $12,689-98.7% | $13,398-98.7% |