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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 | $21,311 | $202,342-89.5% | $172,753-87.7% | $152,909-86.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 19.84% | 1029.88%-1010.0pp | 803.00%-783.2pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,258 | $5,857-78.5% | $5,144-75.5% | $4,764-73.6% |
| Participant deferral / active EE | $2,070 | $5,948-65.2% | $5,198-60.2% | $5,851-64.6% |
| Admin fee / account holder | $17 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |