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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 | $5,652 | $89,370-93.7% | $141,197-96.0% | $72,976-92.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 234.15% | 111.88%+122.3pp | 71.41%+162.7pp | 81.02%+153.1pp |
| Employer contribution / active EE | $1,127 | $3,115-63.8% | $4,736-76.2% | $2,440-53.8% |
| Participant deferral / active EE | $1,001 | $5,419-81.5% | $6,710-85.1% | $3,608-72.3% |
| Admin fee / account holder | $1 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |