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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 | $17,705 | $217,432-91.9% | $185,849-90.5% | $167,536-89.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.72% | 148.42%-132.7pp | 122.10%-106.4pp | 478.82%-463.1pp |
| Employer contribution / active EE | $6,769 | $5,875+15.2% | $5,169+31.0% | $4,839+39.9% |
| Participant deferral / active EE | $472 | $6,357-92.6% | $5,569-91.5% | $6,342-92.6% |
| Admin fee / account holder | $17 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |