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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 | $4,227 | $112,935-96.3% | $90,970-95.4% | $158,966-97.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.36% | 215.79%-200.4pp | 134.58%-119.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $2,730 | $2,895-5.7% | $2,122+28.6% | $4,762-42.7% |
| Participant deferral / active EE | $522 | $4,129-87.4% | $3,373-84.5% | $5,983-91.3% |
| Admin fee / account holder | $85 | $8,045-98.9% | $5,960-98.6% | $11,250-99.2% |