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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 | $19,724 | $217,427-90.9% | $185,837-89.4% | $167,518-88.2% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 12.96% | 148.39%-135.4pp | 122.08%-109.1pp | 478.71%-465.8pp |
| Employer contribution / active EE | $4,104 | $5,874-30.1% | $5,168-20.6% | $4,838-15.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $249 | $19,816-98.7% | $16,241-98.5% | $12,312-98.0% |