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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 | $10,548 | $157,304-93.3% | $141,197-92.5% | $152,909-93.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 59.06% | 64.34%-5.3pp | 71.41%-12.3pp | 345.46%-286.4pp |
| Employer contribution / active EE | $5,834 | $5,263+10.9% | $4,736+23.2% | $4,764+22.5% |
| Participant deferral / active EE | $1,206 | $7,111-83.0% | $6,710-82.0% | $5,851-79.4% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |