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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 | $5,349 | $149,778-96.4% | $118,946-95.5% | $158,950-96.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 56.18% | 19.95%+36.2pp | 35.89%+20.3pp | 302.91%-246.7pp |
| Employer contribution / active EE | $4,162 | $4,117+1.1% | $3,263+27.6% | $4,762-12.6% |
| Participant deferral / active EE | $715 | $5,225-86.3% | $4,266-83.2% | $5,983-88.1% |
| Admin fee / account holder | $156 | $8,604-98.2% | $6,581-97.6% | $11,248-98.6% |