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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 | $12,077 | $127,387-90.5% | $115,038-89.5% | $125,389-90.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 499.21% | 31.28%+467.9pp | 26.14%+473.1pp | 282.24%+217.0pp |
| Employer contribution / active EE | $3,097 | $5,166-40.1% | $4,608-32.8% | $4,866-36.4% |
| Participant deferral / active EE | $1,187 | $6,423-81.5% | $6,026-80.3% | $5,352-77.8% |
| Admin fee / account holder | $95 | $9,516-99.0% | $8,175-98.8% | $9,541-99.0% |