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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 | $5,235 | $197,637-97.4% | $177,848-97.1% | $158,982-96.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 114.80% | 58.77%+56.0pp | 48.33%+66.5pp | 302.99%-188.2pp |
| Employer contribution / active EE | $1,931 | $6,698-71.2% | $5,919-67.4% | $4,763-59.5% |
| Participant deferral / active EE | $1,599 | $8,405-81.0% | $7,714-79.3% | $5,983-73.3% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |