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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 | $29,845 | $202,342-85.3% | $172,752-82.7% | $152,897-80.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.50% | 1029.83%-1004.3pp | 802.97%-777.5pp | 345.43%-319.9pp |
| Employer contribution / active EE | $3,369 | $5,858-42.5% | $5,144-34.5% | $4,764-29.3% |
| Participant deferral / active EE | $1,798 | $5,948-69.8% | $5,198-65.4% | $5,851-69.3% |
| Admin fee / account holder | $84 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |