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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 | $16,241 | $183,539-91.2% | $155,556-89.6% | $145,897-88.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,897 | $5,315-64.3% | $4,675-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $895 | $6,467-86.2% | $5,631-84.1% | $6,689-86.6% |
| Admin fee / account holder | $37 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |