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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 | $13,444 | $183,516-92.7% | $155,534-91.4% | $145,884-90.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 61.43%-49.4pp | 64.92%-52.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $5,550 | $5,315+4.4% | $4,675+18.7% | $4,662+19.0% |
| Participant deferral / active EE | $1,701 | $6,467-73.7% | $5,630-69.8% | $6,690-74.6% |
| Admin fee / account holder | $83 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |