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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 | $20,733 | $198,461-89.6% | $170,436-87.8% | $147,585-86.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.72% | 257.30%-238.6pp | 205.94%-187.2pp | 578.57%-559.9pp |
| Employer contribution / active EE | $1,402 | $6,184-77.3% | $5,433-74.2% | $4,876-71.3% |
| Participant deferral / active EE | $805 | $5,629-85.7% | $4,939-83.7% | $5,439-85.2% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |