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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 | $6,716 | $106,008-93.7% | $92,240-92.7% | $147,586-95.4% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 45.19% | 50.05%-4.9pp | 176.29%-131.1pp | 578.59%-533.4pp |
| Employer contribution / active EE | $4,396 | $4,333+1.5% | $3,680+19.5% | $4,876-9.8% |
| Participant deferral / active EE | $995 | $4,478-77.8% | $3,897-74.5% | $5,439-81.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |