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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 | $7,340 | $157,296-95.3% | $141,191-94.8% | $152,897-95.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.48% | 64.34%-42.9pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $4,032 | $5,262-23.4% | $4,736-14.9% | $4,764-15.3% |
| Participant deferral / active EE | $1,002 | $7,111-85.9% | $6,710-85.1% | $5,851-82.9% |
| Admin fee / account holder | $1 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |