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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 | $14,688 | $106,749-86.2% | $145,433-89.9% | $82,448-82.2% |
| Participation rate | 76.3% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.2pp |
| Annual return | 477.95% | 27.59%+450.4pp | 66.58%+411.4pp | 41.64%+436.3pp |
| Employer contribution / active EE | $1,812 | $3,444-47.4% | $4,554-60.2% | $2,551-29.0% |
| Participant deferral / active EE | $2,046 | $6,519-68.6% | $7,897-74.1% | $4,139-50.6% |
| Admin fee / account holder | $74 | $8,390-99.1% | $13,129-99.4% | $7,234-99.0% |