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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 | $15,745 | $217,427-92.8% | $185,837-91.5% | $167,518-90.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.75% | 148.39%-129.6pp | 122.08%-103.3pp | 478.71%-460.0pp |
| Employer contribution / active EE | $1,778 | $5,874-69.7% | $5,168-65.6% | $4,838-63.3% |
| Participant deferral / active EE | $2,215 | $6,357-65.2% | $5,568-60.2% | $6,342-65.1% |
| Admin fee / account holder | $101 | $19,816-99.5% | $16,241-99.4% | $12,312-99.2% |