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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 | $5,730 | $110,212-94.8% | $96,534-94.1% | $139,466-95.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 61.33% | 26.42%+34.9pp | 25.88%+35.4pp | 373.66%-312.3pp |
| Employer contribution / active EE | $1,402 | $3,620-61.3% | $2,965-52.7% | $4,754-70.5% |
| Participant deferral / active EE | $1,534 | $5,547-72.4% | $4,851-68.4% | $6,712-77.2% |
| Admin fee / account holder | $6 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |