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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 | $5,408 | $85,171-93.7% | $172,753-96.9% | $72,976-92.6% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 86.21% | 27.32%+58.9pp | 803.00%-716.8pp | 81.02%+5.2pp |
| Employer contribution / active EE | $1,513 | $3,324-54.5% | $5,144-70.6% | $2,440-38.0% |
| Participant deferral / active EE | $280 | $3,260-91.4% | $5,198-94.6% | $3,608-92.2% |
| Admin fee / account holder | $123 | $5,880-97.9% | $13,956-99.1% | $5,124-97.6% |