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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 | $17,637 | $175,257-89.9% | $149,717-88.2% | $139,456-87.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.51% | 166.70%-150.2pp | 134.41%-117.9pp | 373.45%-356.9pp |
| Employer contribution / active EE | $1,564 | $5,477-71.4% | $4,820-67.6% | $4,753-67.1% |
| Participant deferral / active EE | $1,814 | $6,521-72.2% | $5,682-68.1% | $6,711-73.0% |
| Admin fee / account holder | $45 | $16,156-99.7% | $13,213-99.7% | $11,407-99.6% |