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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 | $19,742 | $202,326-90.2% | $172,745-88.6% | $152,870-87.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.07% | 1029.72%-1015.7pp | 802.90%-788.8pp | 345.34%-331.3pp |
| Employer contribution / active EE | $1,424 | $5,858-75.7% | $5,144-72.3% | $4,763-70.1% |
| Participant deferral / active EE | $315 | $5,948-94.7% | $5,197-93.9% | $5,850-94.6% |
| Admin fee / account holder | $9 | $17,110-99.9% | $13,954-99.9% | $11,597-99.9% |