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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 | $6,149 | $97,289-93.7% | $92,805-93.4% | $155,188-96.0% |
| Participation rate | 71.4% | 84.2%-12.7pp | 83.5%-12.1pp | 80.8%-9.4pp |
| Annual return | 412.96% | 29.03%+383.9pp | 31.59%+381.4pp | 148.84%+264.1pp |
| Employer contribution / active EE | $1,888 | $3,632-48.0% | $3,424-44.9% | $4,248-55.6% |
| Participant deferral / active EE | $1,888 | $8,795-78.5% | $8,448-77.7% | $6,531-71.1% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |