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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 | $20,226 | $217,432-90.7% | $185,851-89.1% | $167,553-87.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.95% | 148.43%-137.5pp | 122.11%-111.2pp | 478.89%-467.9pp |
| Employer contribution / active EE | $5,670 | $5,874-3.5% | $5,168+9.7% | $4,840+17.1% |
| Participant deferral / active EE | $1,552 | $6,357-75.6% | $5,569-72.1% | $6,343-75.5% |
| Admin fee / account holder | $7 | $19,820-100.0% | $16,245-100.0% | $12,316-99.9% |