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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 | $13,675 | $183,539-92.5% | $155,556-91.2% | $145,897-90.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.63% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,928 | $5,315-44.9% | $4,675-37.4% | $4,663-37.2% |
| Participant deferral / active EE | $390 | $6,467-94.0% | $5,631-93.1% | $6,689-94.2% |
| Admin fee / account holder | $109 | $19,275-99.4% | $15,885-99.3% | $13,390-99.2% |