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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 | $27,483 | $202,342-86.4% | $172,753-84.1% | $152,909-82.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 23.62% | 1029.88%-1006.3pp | 803.00%-779.4pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,392 | $5,857-76.2% | $5,144-72.9% | $4,764-70.8% |
| Participant deferral / active EE | $1,740 | $5,948-70.7% | $5,198-66.5% | $5,851-70.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |