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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 | $12,455 | $175,231-92.9% | $149,696-91.7% | $139,466-91.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.40% | 166.77%-142.4pp | 134.46%-110.1pp | 373.66%-349.3pp |
| Employer contribution / active EE | $1,110 | $5,478-79.7% | $4,821-77.0% | $4,754-76.7% |
| Participant deferral / active EE | $767 | $6,521-88.2% | $5,682-86.5% | $6,712-88.6% |
| Admin fee / account holder | $113 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |