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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 | $26,423 | $202,342-86.9% | $172,752-84.7% | $152,897-82.7% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 25.88% | 1029.83%-1003.9pp | 802.97%-777.1pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,345 | $5,858-77.0% | $5,144-73.9% | $4,764-71.8% |
| Participant deferral / active EE | $1,966 | $5,948-66.9% | $5,198-62.2% | $5,851-66.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |