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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 | $13,922 | $198,470-93.0% | $170,444-91.8% | $147,585-90.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.75% | 257.30%-244.6pp | 205.94%-193.2pp | 578.56%-565.8pp |
| Employer contribution / active EE | $2,488 | $6,184-59.8% | $5,433-54.2% | $4,876-49.0% |
| Participant deferral / active EE | $326 | $5,629-94.2% | $4,939-93.4% | $5,439-94.0% |
| Admin fee / account holder | $175 | $16,852-99.0% | $13,881-98.7% | $10,885-98.4% |