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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 | $16,972 | $198,457-91.4% | $170,435-90.0% | $147,586-88.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 25.53% | 257.30%-231.8pp | 205.94%-180.4pp | 578.59%-553.1pp |
| Employer contribution / active EE | $1,513 | $6,183-75.5% | $5,432-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $1,802 | $5,629-68.0% | $4,939-63.5% | $5,439-66.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |