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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 | $21,251 | $202,342-89.5% | $172,752-87.7% | $152,897-86.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.91% | 1029.83%-1008.9pp | 802.97%-782.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $2,325 | $5,858-60.3% | $5,144-54.8% | $4,764-51.2% |
| Participant deferral / active EE | $507 | $5,948-91.5% | $5,198-90.3% | $5,851-91.3% |
| Admin fee / account holder | $146 | $17,111-99.1% | $13,955-99.0% | $11,599-98.7% |