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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 | $24,139 | $209,422-88.5% | $178,503-86.5% | $158,982-84.8% |
| Participation rate | 73.7% | 86.4%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 13.57% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,151 | $5,955-80.7% | $5,202-77.9% | $5,983-80.8% |
| Admin fee / account holder | $122 | $17,079-99.3% | $13,987-99.1% | $11,252-98.9% |