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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 | $12,005 | $202,342-94.1% | $172,753-93.1% | $152,909-92.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.68% | 1029.88%-1014.2pp | 803.00%-787.3pp | 345.46%-329.8pp |
| Employer contribution / active EE | $3,539 | $5,857-39.6% | $5,144-31.2% | $4,764-25.7% |
| Participant deferral / active EE | $239 | $5,948-96.0% | $5,198-95.4% | $5,851-95.9% |
| Admin fee / account holder | $138 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |