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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 | $166,131-95.1% | $164,975-95.1% | $145,877-94.4% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 44.66% | 100.37%-55.7pp | 70.12%-25.5pp | 551.28%-506.6pp |
| Employer contribution / active EE | $2,544 | $5,276-51.8% | $4,343-41.4% | $4,663-45.4% |
| Participant deferral / active EE | $738 | $6,962-89.4% | $6,033-87.8% | $6,691-89.0% |
| Admin fee / account holder | $168 | $16,648-99.0% | $12,688-98.7% | $13,402-98.8% |