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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 | $5,672 | $175,257-96.8% | $149,717-96.2% | $139,456-95.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.38% | 166.70%-151.3pp | 134.41%-119.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $6,858 | $5,477+25.2% | $4,820+42.3% | $4,753+44.3% |
| Participant deferral / active EE | $585 | $6,521-91.0% | $5,682-89.7% | $6,711-91.3% |
| Admin fee / account holder | $4 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |