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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 | $5,436 | $102,638-94.7% | $81,991-93.4% | $158,966-96.6% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.3%+22.1pp | 82.0%+9.3pp |
| Annual return | 31.98% | 61.05%-29.1pp | 41.31%-9.3pp | 302.95%-271.0pp |
| Employer contribution / active EE | $3,315 | $3,241+2.3% | $2,498+32.7% | $4,762-30.4% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $163 | $8,237-98.0% | $5,665-97.1% | $11,250-98.5% |