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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 | $8,389 | $227,399-96.3% | $189,758-95.6% | $198,609-95.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 41.28% | 61.03%-19.7pp | 52.62%-11.3pp | 202.70%-161.4pp |
| Employer contribution / active EE | $2,706 | $5,526-51.0% | $4,767-43.2% | $5,055-46.5% |
| Participant deferral / active EE | $2,843 | $6,837-58.4% | $5,856-51.5% | $6,977-59.3% |
| Admin fee / account holder | $81 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |