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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 | $31,275 | $196,972-84.1% | $182,262-82.8% | $198,609-84.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.97% | 158.27%-141.3pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $2,367 | $5,364-55.9% | $5,046-53.1% | $5,055-53.2% |
| Participant deferral / active EE | $3,665 | $8,643-57.6% | $8,276-55.7% | $6,977-47.5% |
| Admin fee / account holder | $182 | $18,429-99.0% | $16,712-98.9% | $19,030-99.0% |