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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 | $23,502 | $196,972-88.1% | $182,262-87.1% | $198,609-88.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.62% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,610 | $5,364-51.3% | $5,046-48.3% | $5,055-48.4% |
| Participant deferral / active EE | $3,483 | $8,643-59.7% | $8,276-57.9% | $6,977-50.1% |
| Admin fee / account holder | $58 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |