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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 | $16,977 | $217,432-92.2% | $185,849-90.9% | $167,536-89.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.32% | 148.42%-135.1pp | 122.10%-108.8pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,805 | $5,875-52.3% | $5,169-45.7% | $4,839-42.0% |
| Participant deferral / active EE | $167 | $6,357-97.4% | $5,569-97.0% | $6,342-97.4% |
| Admin fee / account holder | $255 | $19,818-98.7% | $16,244-98.4% | $12,315-97.9% |