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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 | $21,252 | $196,972-89.2% | $182,262-88.3% | $198,609-89.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.71% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,479 | $5,364-72.4% | $5,046-70.7% | $5,055-70.7% |
| Participant deferral / active EE | $2,659 | $8,643-69.2% | $8,276-67.9% | $6,977-61.9% |
| Admin fee / account holder | $283 | $18,429-98.5% | $16,712-98.3% | $19,030-98.5% |