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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 | $12,804 | $227,566-94.4% | $189,558-93.2% | $167,518-92.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 7.67% | 78.43%-70.8pp | 64.19%-56.5pp | 478.71%-471.0pp |
| Employer contribution / active EE | $5,250 | $5,316-1.2% | $4,412+19.0% | $4,838+8.5% |
| Participant deferral / active EE | $1,345 | $7,002-80.8% | $6,174-78.2% | $6,342-78.8% |
| Admin fee / account holder | $203 | $11,881-98.3% | $9,809-97.9% | $12,312-98.4% |