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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 | $13,348 | $160,070-91.7% | $147,117-90.9% | $145,897-90.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.46% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,513 | $5,285-71.4% | $4,932-69.3% | $4,663-67.6% |
| Participant deferral / active EE | $1,988 | $8,419-76.4% | $8,065-75.4% | $6,689-70.3% |
| Admin fee / account holder | $205 | $15,035-98.6% | $12,993-98.4% | $13,390-98.5% |