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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 | $22,021 | $209,422-89.5% | $178,503-87.7% | $158,982-86.1% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 17.09% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $8,976 | $5,707+57.3% | $5,011+79.1% | $4,763+88.5% |
| Participant deferral / active EE | $1,996 | $5,955-66.5% | $5,202-61.6% | $5,983-66.6% |
| Admin fee / account holder | $41 | $17,079-99.8% | $13,987-99.7% | $11,252-99.6% |