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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 | $5,231 | $110,379-95.3% | $102,412-94.9% | $145,884-96.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 57.86% | 24.84%+33.0pp | 24.94%+32.9pp | 551.85%-494.0pp |
| Employer contribution / active EE | $1,246 | $4,216-70.5% | $3,870-67.8% | $4,662-73.3% |
| Participant deferral / active EE | $1,435 | $5,622-74.5% | $5,060-71.6% | $6,690-78.5% |
| Admin fee / account holder | $41 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |