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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 | $17,827 | $202,342-91.2% | $172,752-89.7% | $152,897-88.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 25.56% | 1029.83%-1004.3pp | 802.97%-777.4pp | 345.43%-319.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,633 | $5,948-72.5% | $5,198-68.6% | $5,851-72.1% |
| Admin fee / account holder | $112 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |