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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 | $10,393 | $217,432-95.2% | $185,849-94.4% | $167,536-93.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 29.91% | 148.42%-118.5pp | 122.10%-92.2pp | 478.82%-448.9pp |
| Employer contribution / active EE | $1,681 | $5,875-71.4% | $5,169-67.5% | $4,839-65.3% |
| Participant deferral / active EE | $2,102 | $6,357-66.9% | $5,569-62.3% | $6,342-66.9% |
| Admin fee / account holder | $50 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |