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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 | $19,114 | $185,905-89.7% | $170,057-88.8% | $139,487-86.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.02% | 60.56%-48.5pp | 53.42%-41.4pp | 373.84%-361.8pp |
| Employer contribution / active EE | $1,549 | $7,597-79.6% | $6,790-77.2% | $4,755-67.4% |
| Participant deferral / active EE | $2,269 | $11,627-80.5% | $10,411-78.2% | $6,713-66.2% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |