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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 | $9,236 | $217,427-95.8% | $185,837-95.0% | $167,518-94.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.70% | 148.39%-120.7pp | 122.08%-94.4pp | 478.71%-451.0pp |
| Employer contribution / active EE | $1,903 | $5,874-67.6% | $5,168-63.2% | $4,838-60.7% |
| Participant deferral / active EE | $2,146 | $6,357-66.2% | $5,568-61.5% | $6,342-66.2% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |