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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 | $11,978 | $129,737-90.8% | $119,126-89.9% | $154,746-92.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.47% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,788 | $4,375-59.1% | $4,034-55.7% | $4,379-59.2% |
| Participant deferral / active EE | $1,350 | $5,842-76.9% | $5,318-74.6% | $6,730-79.9% |
| Admin fee / account holder | $257 | $11,961-97.9% | $10,693-97.6% | $14,365-98.2% |