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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 | $30,606 | $227,399-86.5% | $189,758-83.9% | $198,609-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.15% | 61.03%-45.9pp | 52.62%-37.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $2,599 | $5,526-53.0% | $4,767-45.5% | $5,055-48.6% |
| Participant deferral / active EE | $2,588 | $6,837-62.1% | $5,856-55.8% | $6,977-62.9% |
| Admin fee / account holder | $24 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |