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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 | $10,003 | $148,582-93.3% | $135,942-92.6% | $139,456-92.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.98% | 79.26%-61.3pp | 68.28%-50.3pp | 373.45%-355.5pp |
| Employer contribution / active EE | $1,720 | $5,245-67.2% | $4,858-64.6% | $4,753-63.8% |
| Participant deferral / active EE | $292 | $8,101-96.4% | $7,759-96.2% | $6,711-95.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |