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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 | $14,903 | $160,028-90.7% | $147,080-89.9% | $145,884-89.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,366 | $5,286-55.2% | $4,933-52.0% | $4,662-49.3% |
| Participant deferral / active EE | $1,292 | $8,422-84.7% | $8,066-84.0% | $6,690-80.7% |
| Admin fee / account holder | $118 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |