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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 | $13,506 | $134,817-90.0% | $123,973-89.1% | $155,188-91.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.57% | 515.49%-498.9pp | 388.13%-371.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $969 | $4,425-78.1% | $4,126-76.5% | $4,248-77.2% |
| Participant deferral / active EE | $1,323 | $5,706-76.8% | $5,247-74.8% | $6,531-79.7% |
| Admin fee / account holder | $28 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |