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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 | $106,524-86.2% | $152,301-90.4% | $87,485-83.2% |
| Participation rate | 76.3% | 75.8%+0.6pp | 82.4%-6.1pp | 68.9%+7.4pp |
| Annual return | 477.95% | 26.89%+451.1pp | 80.50%+397.5pp | 26.06%+451.9pp |
| Employer contribution / active EE | $1,812 | $3,371-46.2% | $4,624-60.8% | $2,596-30.2% |
| Participant deferral / active EE | $2,046 | $6,525-68.6% | $8,004-74.4% | $4,274-52.1% |
| Admin fee / account holder | $74 | $8,287-99.1% | $14,398-99.5% | $7,775-99.0% |